Posts Tagged: Financial journalism

Review: The Flat White Economy

I reviewed a book about London’s digital industry by Douglas McWilliams for CapX, a new medium that has been founded to get people thinking about capitalism. You can read the piece here. 

Review: The Flat White Economy

I reviewed a book about London’s digital industry by Douglas McWilliams for CapX, a new medium that has been founded to get people thinking about capitalism. You can read the piece here. 

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations

Kerrisdale Capital Management

An interview with one of the newest activist funds. No shrinking violet, Sahm Adrangi gets a kick from making his bets against companies as public as possible. To read the interview, click here.

Kerrisdale Capital Management

An interview with one of the newest activist funds. No shrinking violet, Sahm Adrangi gets a kick from making his bets against companies as public as possible. To read the interview, click here.

The shareholder spring is back

I recently wrote an article for CityAM, explaining the rise in shareholder rebellions over executive pay at FTSE100 companies, despite the experts telling us that pay is going down, not up. Click the image below to access the article.

The shareholder spring is back

I recently wrote an article for CityAM, explaining the rise in shareholder rebellions over executive pay at FTSE100 companies, despite the experts telling us that pay is going down, not up. Click the image below to access the article.

Is Europe waiting for an activist investing landslide?

Prepared for distribution at The Growth of Activist Investing in Europe conference, this feature article from the June 2014 issue of Activism Monthly Premium attempted to ask the question every one is asking: are US activist investors be on the prowl

Is Europe waiting for an activist investing landslide?

Prepared for distribution at The Growth of Activist Investing in Europe conference, this feature article from the June 2014 issue of Activism Monthly Premium attempted to ask the question every one is asking: are US activist investors be on the prowl

Can Allergan go higher?

In April 2014, Bill Ackman shocked the world of activist investing yet again with an audacious bid to press botox-manufacturer Allergan to sell itself to Canada’s Valeant Pharmaceuticals International. In this campaign review, I analyst the bullish analyst perspective, and

Can Allergan go higher?

In April 2014, Bill Ackman shocked the world of activist investing yet again with an audacious bid to press botox-manufacturer Allergan to sell itself to Canada’s Valeant Pharmaceuticals International. In this campaign review, I analyst the bullish analyst perspective, and

FirstGroup’s “unqualified” managers

Thomas Sandell has had his fair share of media coverage since criticising UK transport company FirstGroup plc. In this interview, he explains to me why he feels the current management are “unqualified” to run the business.   From the June 2014

FirstGroup’s “unqualified” managers

Thomas Sandell has had his fair share of media coverage since criticising UK transport company FirstGroup plc. In this interview, he explains to me why he feels the current management are “unqualified” to run the business.   From the June 2014

Why are REITs so popular with activists?

When two activists independently hit on the idea of getting Darden Restaurants to spin-off its real estate, it became clear that the craze for high-yield investment products had hit a new gear. In this article, I spoke to the investment bankers

Why are REITs so popular with activists?

When two activists independently hit on the idea of getting Darden Restaurants to spin-off its real estate, it became clear that the craze for high-yield investment products had hit a new gear. In this article, I spoke to the investment bankers