The Business Brew
Jeremy Raper Returns
Nov 10, 2023
Jeremy Raper, with 12+ years of buy- and sell-side experience, returns to The Business Brew to discuss various topics. These include the impact of the geopolitical situation and market downturn, Alto Ingredients' position in the ethanol industry, carbon capture and storage for ethanol refineries, social activism and creating value for shareholders, lessons learned from leasing during COVID, the importance of price in investment decision-making, the government's case against an airline merger, and the bullish stance on Japan's value proposition.
01:51:29
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Quick takeaways
- Jeremy Raper focuses on identifying undervalued opportunities and maximizing value for shareholders through activism.
- Raper emphasizes the importance of speaking out and advocating for minority shareholders when unfair deals are proposed.
Deep dives
Jeremy Raper's Activist Approach to Value Investing
Jeremy Raper is an activist investor who focuses on identifying undervalued opportunities and maximizing value for shareholders. He has a track record of successfully advocating for change and extracting value from companies. Raper explains his approach of identifying value situations and taking action to get the value out. He highlights the importance of understanding the market dynamics and identifying opportunities in smaller companies. Raper also discusses his experience investing in different regions, such as Australia, where he has found undervalued opportunities. He emphasizes the need for a clear plan of action to realize the value and the importance of having the majority shareholder position to have a greater impact.
