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
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⏳
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...
“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)
-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
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
• • •
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