activist_investing
1 episode mentions this concept.
Often discussed alongside
Voices on activist_investing
Standout quotes from every episode that touches this concept.
"The only person who’ll cause you more harm than a thief with a dagger is a journalist with a pen."
"The value of a security is the present value of the cash you can take out of it over its life."
"Investing is about finding companies that can’t be disrupted. AI is the ultimate disruptable asset or technology."
"Governance really matters. Boards of directors really matter."
"Shorting a pyramid scheme seems like, one, we’ll make a bunch of money, but two, the world will be behind us because they’re harming poor people."
