Activist

A podcast by Marc & Ari

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4 Episodes

  1. #3 Nelson Peltz’s proxy fight of the decade: DuPont

    Published: 10/20/2023
  2. Activist Highlights #1 | Stadium Capital Letter to Sleep Number 9/13/2023

    Published: 10/4/2023
  3. #2 Warren Buffett’s first takeover: Berkshire Hathaway

    Published: 7/14/2023
  4. #1 Carl Icahn's early activist days: Tappan Inc.

    Published: 6/4/2023

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Learn from history's greatest shareholder activists and investors. We study cases of shareholder activism and learn about successful activist strategies when dealing with an entrenched management or board. “You have to understand how the system is structured. The guy who gets to the top of the big corporations is, with notable exceptions, a political animal. He’s a survivor. He knows how to watch his back. That means hiring a number two guy that’s not as smart as him. That works for the CEO because he’s never threatened by his second in command “But think what that does to our corporates..."