The Activist Investing Today podcast talked to Michelle Applebaum, a former steel analyst, about why she thinks activists’ analytics are quite sound. Applebaum has been nominated by insurgent managers Barington Capital and Land & Buildings for corporate boards.[soundcloud url=”https://api.soundcloud.com/tracks/512964891″ params=”color=#8aabff&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false&show_teaser=true” width=”100%” height=”166″ iframe=”true” /]
She also explains why activist investors often represent a consensus view of institutional investors, long before management has figured it out.
Listen to the full podcast above for more insight on activist investing.
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