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#56 - Adam Katz: Activist Investing Insights

Insightful Investor

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Reflections on Management Change and Market Efficiency

This chapter delves into the speaker's career insights following Alcoa Inc.'s division into three companies, emphasizing the challenges of selecting effective management amid organizational changes. The speaker also presents a contrarian view on market efficiency, arguing that markets are generally efficient in forecasting long-term corporate performance.

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