Shareholder Activism

topic on 2 shows · 2 statements across 2 episodes

Invest Like the Best Capital Allocators

2 statements about Shareholder Activism, every show

Loeb: Writing and PR are the best ways to exert activist social pressure
“Social pressure is actually a very effective way. And I think the best way to put social pressure on a company is through writing and PR efforts around the company.”
Dan Loeb May 28, 2026 ▶ 30:42 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
Hardline Legal Activism Builds Credibility for Friendly Shareholder Partnerships
“And what we find is that these two strands of our strategy are complementary, that in both instances were principle-based, that we're looking for properly functioning boards to deliver companies composed of the highest return assets with the lowest cost of cap…”
Toby Rodes Sep 23, 2024 ▶ 42:22 Toby Rodes - Unlocking Value in Japan (EP.407)

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