This chapter explores the world of activist investors, their strategies, and impact on companies. It delves into the contrasts and motivations between short sellers and activists, highlighting how activists aim to enhance shareholder value. The chapter also discusses the process of identifying underperforming companies, evaluating activist investors, and the tactics they use to communicate their intentions and influence companies.
Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.
(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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