The 2024 13D Monitor Active-Passive Summit is in the books, and many excellent and interesting investment ideas were presented. Here's a summary of some of the more compelling finds.
Also see 2024 Robin Hood Investor Conference notes
Jeffrey Smith: Kenvue
Jeffrey Smith of Starboard Value presented three companies: Salesforce, Kenvue and Pfizer, but we'll just focus on Kenvue. It's a recent spinoff from Johnson & Johnson, and it owns some of the best skincare and healthcare brands, including Tylenol, Band-Aid, Neutrogena and Benadryl.
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