Activist Shareholders

topic on 2 shows · 3 statements across 2 episodes

the a16z Podcast All-In

3 statements about Activist Shareholders, every show

ALL-IN Prediction Not checkable as stated
Friedberg: Activist-driven conglomerate breakups will boost stock prices 20% to 30%
“So I think it'll, it'll continue to, and you could probably go and pick a bunch of these conglomerates and you'll see the activist shareholders doing this. They'll, they'll, they'll buy a bunch of shares. They'll instigate and say, Hey, you guys should break u…”
David Friedberg Nov 13, 2021 ▶ 1:11:46 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
a16z What-if
Levine: Activist Investors Would Have Blocked EMC From Buying VMware
“Because activists were involved with current EMC, if EMC were now, it was 15 years ago, and EMC were faced with buying VMware, and they had activist pressure on their board, they would not be allowed to buy VMware”
Peter Levine Jan 2, 2019 ▶ 20:13 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
a16z Opinion
Levine: Relations between tech boards and activist investors are toxic
“Well, I think it, I think for large tech companies, the relationship between management and the existing board and activist shareholders has become quite toxic.”
Peter Levine Jan 2, 2019 ▶ 34:49 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow

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