How to Blend Corporate Governance, Board Behavior, and Insider Transactions to Signal Material Moves

I used to do activist investing at relational investors for close to eight years. Activism is a similar approach, except you're also advocating for certain thesis. There's one thing to tell a company to cut costs or reinvest in certain parts of the business. It's a completely different game to try to structure a plan that actually causes your thesis to cascade down through the organization.