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Starboard’s Jeffrey Smith at 2024 13D Monitor Active-Passive Investor Summit: Long CRM, KVUE, PFE

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Michelle deBoer-Jones
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Starboard Jeffrey Smith

Activist investors like Starboard Value often manage to get a lot accomplished when they get involved in companies, which is why stock prices often react to their involvement.

At the 2024 13D Monitor Active-Passive Investor Summit, Jeffrey Smith of Starboard Value shared his theses for Salesforce, Johnson & Johnson spinoff Kenvue, and Pfizer, explaining where they see room for improvements.

Salesforce CRM

Salesforce

Smith presented Salesforce at the 13D conference two years ago. He described it as...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.