1/ BRILLIANT Q&A by @barronsonline—with Impactive Capital
Lauren Taylor Wolfe @ltwolfe + Christian Asmar @ChristianAsmar

A few gems:

Now over $1 billion - their style of ACTIVIST INVESTING:
-very concentrated
-3yr+ holding periods
-trust-building with management + non-hostile
2/ On how Impactive @ltwolfe + @ChristianAsmar

get the INVITE to join boards
vs having to FIGHT via proxy contests...

and how customers + employees are voting their VALUES
with their most VALUABLE things: cash 💵+ time⏳
3/ Great quote Lauren Taylor Wolfe @LTwolfe

“When you REDUCE your investment universe
you REDUCE your opportunity for return...”

And @ChristianAsmar on
adding to a high conviction investment when its price goes down...
4/ Excellent take
-on seeing what the market is missing with non-obvious fundamental analysis
-finding VALUE + revealing tactics to increase PROFITS
-like increasing WOMEN in rare talent pool to alleviate labor SCARCITY...

(by @LTwolfe + @ChristianAsmar of Impactive Capital)
5/ Smart activist win-win-win by @ltwolfe + @ChristianAsmar
for investors, co, stakeholders
advancing WARMTH of equity + inclusion
anchored in COLD economic logic

1st first publicly listed auto dealer to pursue
-paid maternity leave
-2 shifts for child/elder care
-4day work wk

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Josh Wolfe

Josh Wolfe Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @wolfejosh

2 Jun
1/ Either we believe in the VIRTUE that people can (+ wish to) improve & be just a bit better than they were yesterday or we believe they are set in stone + unredeemable.

This was a chilling moment for me thinking of the "corrections" society seeks + the lives in this bus...
2/ Whether a serious crime or a thought crime

a transgression where someone did something considered WRONG today

But either
a) didn't know it was WRONG
(and error corrected on learning)
b) it wasn't considered WRONG
at the time they did it

3/ JUSTICE ought time travel JUSTLY

Standards change—We ought hold others to standard now + hence not past

-a past crime,newly discovered,gone unpunished but for evasion OUGHT BE punished

-a past act,deemed present offense,newly discovered,not previously punishable OUGHT NOT
Read 5 tweets
24 May
1/ LOVE this.

3 big NEW products revealed from Lux family co @latchaccess

-LatchOS for commercial offices 🏢
-Latch Visitor Express 🎡🏟
-Latch ID 🆔💳

Here’s genius founder/CEO @LASchoenfelder explaining the news...
2/ LatchOS for commercial offices enables them to serve...

more than 50 million new potential users in powerful ways through their existing, product platform
3/ Latch Visitor Express—

changes how people experience new spaces for the 1st time, including some of the world’s most iconic properties
-Rockefeller Center ⛸
-Empire State Building 🗽
-Brookfield Place 🍎
Read 4 tweets
24 May
1/ Our US experiment has 100% been hacked

by cynical "leaders" of political parties + well-intentioned others + foreign enemies fanning 🔥 NOT as nationalists but as populists seeking to destroy nation by dividing us into TRIBES + fueling US to hate EACH OTHER more than 'them'..
2/ At meta level the tribal division is those who

Mesh—or clash
Band—or disband
Merge—or diverge
Integrate—or segregate

This doesn't mean disavowing disagreement—but rather finding nuance to see + criticize "others" as ERRED protagonists + not EVIL antagonists
3/ Were I foreign enemy set to weaken the US i 'd not attack it kinetically from OUTSIDE, but do it from INSIDE.

Create constant low-simmer civil war, deepen rifts, provoke tribal Us vs Them alliances recasting identity, rewrite history, dissolve MYTH of "United States" so that-
Read 4 tweets
14 May
1/ You do you not see unintelligent people call out FRAUDS. Why?

Sure the easy answer is fools are easily fooled and thus the marks/targets.

But there’s another better reason why smart people like to call out FRAUDS...

Namely: Competition + Status. 🧵
2/ Competitive intellects love finding
correct answers quicker
truths not yet discovered
better explanations (for pleasure + sport)

Some compete to be ‘smarter’ than others
Motivated intrinsically for self or extrinsically—
they like to OUTSMART people—
and/or get STATUS for it.
3/ Frauds/hucksters/ tricksters also try to OUTSMART others
but in contrast don’t want STATUS for their cleverness—
they cloak it + dont want to be detected

Bad smart people are source of worlds conflicts
One cant be compelled to call out FRAUD
unless intellectually competitive
Read 4 tweets
14 May
1/ Yes. Astrology is SUPERSTITION.

Unscientific nonsensical FLAPDOODLE that exploits people’s need for narrative often in response to anxiety, stress, uncertainty

It gives false community: “I’m a __zodiac__ too!”
puts agency + fate outside of oneself
and exploits a...
2/Consider these statements
Answer each of the following quickly as True/False or Yes/No

And I can 100% tell you your zodiac
And 100% tell how you are likely to respond in most (but not all situations)
And who would be best career path and best life partner for you...


•You often have a need for other people to like and admire you.

•You have a great deal of unused capacity, which you have not turned to your advantage

•Disciplined outside, you sometimes can be worrisome and insecure inside.
Read 9 tweets
13 May
1/ Some news from Lux...

highly distributed
environmentally responsible
and now being built with software

New "Lux Manufacturing + Tech" Index
- on Bloomberg

A quick thread 🧵on WHY + the methodology...
2/ Advanced MANUFACTURING co's are using DIGITAL tech thru the entire product lifecycle -

from design, engineering, + production
to recycling + end-of-life disposal...

and using advanced MATERIALS, modeling + simulation software, additive manufacturing, distributed sensors...
3/ Our Manufacturing + Tech investments include ultrafast + precise sensor + control systems like @veobot for "cobots"; 3D-printing tech like @DesktopMetal + @shapeways automated PCB assembly @TempoAutomation; space-related manuf companies like Hadrian + @vardaspace + more...
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!