Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
The Power of Activists
I wouldn't want to be on the other side of it. That's, I don't think I'd be very good at that game. This guy is too big of a pacifist. That's that's that's way too hardcore. The problem for investors is this it's a principal agent problem, right? Like you marry activism to deep value. All of a sudden you're getting these blockbuster returns pretty consistently regardless of which direction the market goes in.
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