Activist Investing Today: Engine Capital's Ajdler on Activism, CST Brands and Nelson Pelt - podcast episode cover

Activist Investing Today: Engine Capital's Ajdler on Activism, CST Brands and Nelson Pelt

Oct 22, 201817 min
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Episode description

Since 2013, the insurgent investor Arnaud Ajdler with a “fix it or sell it” investment philosophy has put 20 directors onto corporate boards. He took some time to speak with The Deal’s activist podcast about key targets for share-price improvement: M&A, capital allocation and C-Suite payments. Ajdler also explains why he thinks Procter & Gamble’s decision to fight Peltz was “silly.”

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Activist Investing Today: Engine Capital's Ajdler on Activism, CST Brands and Nelson Pelt | The Deal podcast - Listen or read transcript on Metacast