Motley Fool Money Activist Investors Shake the Tree
Oct 18, 2022
Asit Sharma, a senior analyst at Motley Fool, discusses the growing influence of activist investors like Starboard Value, focusing on their stakes in tech giants such as Salesforce and Splunk. Robert Brokamp and Matt Frankel delve into the importance of home equity in financial planning, exploring strategies for leveraging home values for retirement. The conversation also touches on corporate layoffs at Microsoft and the implications for the tech sector, offering a comprehensive look at both investment strategies and housing market dynamics.
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Impact of Activist Investors
- Activist investors with strong track records and resources are taken seriously.
- Their involvement often leads to significant changes within organizations.
Salesforce's Challenges
- Salesforce faces scrutiny for its spending despite its strong core product.
- Its growth through acquisitions has weakened its profitability.
Splunk's Situation
- Splunk, a data analytics company, is a potential takeover target.
- Its history of losses and debt makes it a challenging turnaround case.