activist

also referred to as: activists

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 2, 2020 by Lauren Taylor Wolfe · across every show →

Everything said about activist, oldest first

Jul 2, 2020 negative
Insight
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…”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 48:28 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
May 10, 2021
Assertion Not checkable as stated
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.”
Sulaiman Alderbas May 10, 2021 ▶ 28:04 Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
Aug 19, 2021 negative
Opinion
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…”
Bruce Martin Aug 19, 2021 ▶ 53:04 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
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