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Are You Facing the Transition to a Subscription Model?
Activists are people who do this regularlyk, they put a lot of money into it. The main goal is returning as much money as possible in a short time. They think people buy 50 % of the company, enough to get on the board reck they buy a handful and then threaten others. I would fail all of em if they came back with the same plan. If your time horizon is different, almost certainly you will do something very differently.