Investors ought to take valuation into account when committing capital because it will matter at some point
All posts by Ertan Enginalev
Critics of hostile takeovers refuse to see just how massive the cost of suppressing the effective functioning of the market for corporate control can be
Congress targets activist investors in an effort to provide another insulation for corporations by tipping the balance of regulation in favor of management
Will the facts of the Trian DuPont plan and the troubling picture of a company that has lost its way be enough to sway shareholder sentiment and votes
The lesson of experience is that relying solely on tools such as discounted cash flow and earnings per share will fail to ensure shareholder value creation
Today’s CEOs have a strong financial incentive to keep hidden shareholder value locked away rather than maximizing it for the benefit of all shareholders
With investment returns outperforming the average hedge fund, more asset managers are poised to follow the lead of high profile shareholder activists