Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]
Invest Like the Best with Patrick O'Shaughnessy
00:00
The Opportunity Set for Activists
I would kind of question the premise, because i think there's a lot of bad governments. But in terms of an opportunitya set for activism, i think you really also need deeply undervalued companies. When you go active on a company, you lose your liquidity. I who knows where we are in this historically long bull market. So like, to me, the realngating a factor on activus is Opportunity is undervalued on companies. And i'm not you now in them as much.
Transcript
Play full episode
