#413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech
Lex Fridman Podcast
Activist Investing: Navigating Change and Strategy
This chapter explores the evolving landscape of activist investing, detailing how technology has shaped access to information and investment strategies. It focuses on the pivotal case of General Growth, showcasing the transition from passive guidance to active involvement in corporate governance. Through discussions on investor dynamics and the balance between immediate gains and long-term strategies, the chapter highlights the impacts of activism on company performance and shareholder value.
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