Dan Loeb – Activism Done Properly Doesn’t Have To Be Bad

Johnny HopkinsDan Loeb Comments

Here’s a great interview with Third Point’s Dan Loeb on activism. Loeb says that activism done right should impact companies in a positive way. He adds, the benefits that activists provide include: Accountability Taking Companies On A More Positive Trajectory Checks and Balances But most of all it’s the ideas that activists bring that can help companies maximize performance. New … Read More

Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump

Johnny HopkinsAlexander Roepers Comments

One of the investors we watch closely here at The Acquirer’s Multiple is Alexander Roepers, the founder of Atlantic Investment Management. The firm’s investing methodology is differentiated by its: (1) well-defined universe of quality publicly-traded industrial / consumer companies; (2) concentration of capital and research on its highest conviction investments; (3) private equity-like due diligence; (4) constructive engagement with managements … Read More

Carl Icahn – How Did Icahn And Kingsley See Investment Opportunities When Others Couldn’t

Johnny HopkinsCarl Icahn Comments

One of the investors we follow closely here at The Acquirer’s Multiple is Carl Icahn, and one of the best pieces ever written on Icahn’s investing strategy comes from Tobias Carlisle’s book, Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations. Carlisle illustrates how Icahn and Alfred Kingsley put together their audacious activist investing strategy. … Read More

Bill Ackman – Try To Invest In Businesses Where It’s Very Hard To Lose Money

Johnny HopkinsBill Ackman Comments

One of the investors we watch closely here at The Acquirer’s Multiple is Bill Ackman. In 2015 Ackman did a great interview with The Graham & Doddsville Newsletter in which he discusses how to find great businesses to invest in, why he prefers to be concentrated, and the importance of converting GAAP earnings into owner earnings, or economic earnings when … Read More