Activist
topic on 2 shows · 4 statements across 4 episodes
Capital Allocators 
Big Technology
4 statements about Activist, every show
Haugen: Automated Moderation Flags Activist Counter-Speech as Violations
“When I talk to activists around the world that work on issues like women, like violence against women, gay rights, they say across the board, our accounts all get taken down. Because these systems that are meant to keep us safe, because they're not done in a v…”
Martin: Activist investors and financial engineering destroy companies and interrupt compounding
“If I own something and an activist comes in, and the activist thinks he knows better the management, that irritates me. I mean, I've seen so many Whether they're private equity guys or guys that literally destroy companies because they really don't know what t…”
Alderbas: One PIFSS market-neutral position equals its entire activist bucket
“One single position in my market neutral bucket is the equivalent of all of the line items I have in the activist bucket.”
Allocator liquidity demands push activists toward short-term, growth-harming interventions
“I think there's an obsession with the short-term, and it's been created because there's so many allocators that need simply quarterly or monthly liquidity, but that's just insane. And I think for activists, it's even worse because it encourages activists to pu…”