In Good Company with Nicolai Tangen Paul Singer: Activist Investing, Market Risks and Avoiding Losses
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Feb 26, 2025 
In this enlightening discussion, Paul Singer, legendary investor and founder of Elliott Asset Management, sheds light on the ins and outs of activist investing. He shares how external pressure can drive corporate change and discusses past investment cases, including Starbucks. Singer reveals his risk management strategies amid today's volatile markets and expresses concerns about crypto's future in relation to central bank money. He emphasizes the need for a well-rounded education in business, advocating for critical thinking in aspiring investors.
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Activist Investing Defined
- Activist investing seeks to improve company outcomes by influencing change.
- This involves engaging with companies to unlock value and enhance performance.
The Need for Activism
- The decline of active investing creates opportunities for activist investors.
- With less scrutiny on companies, external pressure for change becomes more crucial.
The "Open Door" Scenario
- Singer describes an "open door" situation where a company welcomes change.
- This often occurs when a founder feels obligated to original shareholders but resists change.