One of the best ways to uncover investment opportunities is to look for misunderstood companies. The leading student loan company in the U.S. certainly falls into that category and is the target of activist involvement.
At the 2024 13D Monitor Active-Passive Investor Summit, Lauren Taylor Wolfe of Impactive Capital presented her theses for Sallie Mae and Basic Fit, the largest gym operator in Europe.
Sallie Mae (SLM Corp.)
Wolfe reported that Sallie May (NASDAQ:SLM) offers very high returns on equity and holds over 60% market share in...