Activism
9 interviews, newest first.
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Spring 2024
Freddy Brick
Muddy Waters
A Muddy Waters partner on how activist short selling works, activism in Japan, and the firm's two most recent shorts: Fairfax and Blackstone Mortgage Trust.
Short sellingActivismFinancials -
Fall 2022
Connor Haley
Alta Fox Capital Management
Connor started Alta Fox in 2018 to invest in small, overlooked companies. He talks about what he took from Joel Greenblatt, the capital allocation mistakes he sees, engaging with management, and his IDT thesis.
Small capsActivismJudging managementBuilding a firm -
Winter 2018
Seth Fischer
Oasis Capital Management
The Hong Kong-based founder of Oasis on global arbitrage, activism in Asia, why frauds in China differ from Western ones, and why this time is different for activists in Japan.
ActivismAsiaInternational -
Fall 2016
Alex Seaver & Brad Kent
Stadium Capital Management
Two partners who left private equity for public markets. They walk through how Stadium's strategy changed, its research and valuation process, and the activist campaigns it took on reluctantly.
ActivismSmall caps -
Winter 2016
Jeff Gramm
Bandera Partners
Jeff talks about his book Dear Chairman, on boardroom fights and the rise of shareholder activism, and two current ideas: Famous Dave's and Star Gas Partners.
ActivismSmall caps -
Winter 2015
Bill Ackman
Pershing Square Capital Management
Bill on what he calls the creative side of investing, with stops at Allergan and Valeant, Herbalife, Canadian Pacific, Fannie and Freddie, Zoetis and McGraw-Hill.
ActivismShort selling -
Spring 2014
Eric Rosenfeld
Crescendo Partners
Eric on becoming an activist, how Crescendo finds targets, and why so much of its activism happens in Canada.
ActivismInternational -
Winter 2013
Barry Rosenstein & Scott Ostfeld
JANA Partners
How JANA engages management constructively in activist campaigns, and how their entrepreneurial backgrounds shape the way they look at companies.
Activism -
Winter 2013
Russell Glass
RDG Capital
An activist who pushes undervalued companies to sell themselves, and why piles of cash at private equity firms and corporations pointed to more M&A.
Activism