Applebaum On Icahn, Activism and Why Analysts Make Good Directors

TheStreet Live

English - October 12, 2018 13:48 - 24 minutes - 33.2 MB - ★★★★ - 12 ratings
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The Activist Investing Today podcast talked to Michelle Applebaum, a former steel analyst who has been nominated by insurgent managers Barington Capital and Land & Buildings for corporate boards, about why she thinks activists' analytics are quite sound. She also explains why activist investors often represent a consensus view of institutional investors, long before management has figured it out.