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

The Deal by S&P Global · Nov 2, 2018 · 24m

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.