CEO searches

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · across every show →

Everything said about CEO searches, oldest first

Sep 29, 2025 negative
Insight
Morfit: Public boards lack investment theses, leading to adjective-driven CEO searches
“A public company is sort of an evergreen institution, and the board members generally don't have an investment thesis almost all the time. They're chosen from outside that company's industry, so they have great Life stories and super impressive people and a gr…”
Mason Morfit Sep 29, 2025 ▶ 33:19 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
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