activist investor
2 episodes mention this concept
lexfridmanFeb 20, 2024Bill Ackman on Value Investing, Economic Moats, and Navigating Disruption in Music, Restaurants, and Tech
FinanceValue InvestingPrice vs. ValueSpeculation vs. InvestingMargin of Safety
NewEconomicThinkingAug 24, 2022Deconstructing the CEO Pay Explosion: Corporate Governance Failures and Policy Solutions
EconomicsCEO Pay ExplosionCorporate GovernanceShareholder ReturnsExecutive Productivity
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Related concepts
Concepts that appear alongside activist investor across episodes.
- price vs. value
- reference point (for pay scales)
- franchise model
- corporate governance
- online advertising
- anti-takeover laws
- data sets for ai training
- ai risk
- proxy votes
- ceo pay explosion
- speculation vs. investing
- earnings yield
- non-disruptable businesses
- food safety issue
- c-suite executives
- say on pay
- non-profit sector compensation
- economic moat
- margin of safety
- stock options valuation