activist investors

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about activist investors, oldest first

Sep 3, 2018 neutral
Insight
Williamson: Boards mathematically cannot optimize for both short and long-term investors
“And so that is where the problem is, that there is, is mathematically impossible to optimize for both a high discount rate, shorter term investor, and a lower discount rate, longer term investor.”
Sarah Williamson Sep 3, 2018 ▶ 33:32 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Jul 2, 2020 positive
Insight
Good corporate governance is now considered basic corporate hygiene
“For most activists, it was really when you break apart the environmental, social, and governance change, it was always a governance conversation, and today I think good corporate governance is simply good corporate hygiene, and so management teams get that.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 27:28 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
May 17, 2021 negative
Opinion
Ariely: Activist investors trying to reform corporate culture misunderstand it
“And I think that a lot of investors, a lot of activist investor look at companies where they don't like the culture and they say, let me buy that company and influence the culture. But I don't think they systematically understand the culture.”
Dan Ariely May 17, 2021 ▶ 29:57 Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
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