Activist Investing Today: Applebaum On Icahn, Activism and Why Analysts Make Good Directors - podcast episode cover

Activist Investing Today: Applebaum On Icahn, Activism and Why Analysts Make Good Directors

Nov 02, 201824 min
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Episode description

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.

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Activist Investing Today: Applebaum On Icahn, Activism and Why Analysts Make Good Directors | The Deal podcast - Listen or read transcript on Metacast