Shareholder Activism Is On The Rise: Caution Required

Johnny HopkinsActivist InvestingLeave a Comment

Here’s a great article at Forbes about a new generation of activist shareholders: Historically, large institutional investors pursued purely financial strategies and kept a low profile in governance. This may no longer be the case. In a manner vaguely reminiscent of the corporate raiders of the 1980s, a new generation of activist shareholders is on the rise. And these players … Read More

Warren Buffett: “Berkshire Could Be A Rest Home For Activists”

Johnny HopkinsActivist Investing, Warren BuffettLeave a Comment

Here’s a great interview with Warren Buffett at Fortune’s Most Powerful Women Conference in which he discusses why he’s not a fan of activists, and the importance of having good communication with your shareholders in the case of an activist surfacing. Here’s an excerpt from the interview: Buffett: Activism is a saleable form and therefore it gets sold. Wall street … Read More

How Activist Investing Is Changing

Johnny HopkinsActivist InvestingLeave a Comment

There’s been a lot of discussion about activist investing in the past couple of weeks and how it’s changing. Here’s a great short video at The Financial Times illustrating how activist investing has changed saying: “Last year more than $62bn was deployed by activist investors on their campaigns, double the amount spent in 2016. And activism is changing. In the … Read More