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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Is Long Term Oriented a Good Allicator of Capital?

I think in general, i would argue that an engagement or an activism, rarely do investors show up to a company that allocates capital well. If you're not doing that, long term doesn't mean anything. It means that your actually mak things worse because you are investing capital poorly. And what's happening to day is that the entirein me community, shareholders, sellside the banks, ar all kinds of working may be not entirely alongside activist, but a much more supportive of activists.

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