The biggest takeaway over the past week has been the importance of reviewing the holdings of key activist funds. They are a great source of ideas, especially in Japan, where shareholder activism is becoming more common. ($ = behind paywall) I wrote a discussion about the
Monday morning links
Monday morning links
Monday morning links
The biggest takeaway over the past week has been the importance of reviewing the holdings of key activist funds. They are a great source of ideas, especially in Japan, where shareholder activism is becoming more common. ($ = behind paywall) I wrote a discussion about the