From Whitney Tilson’s latest email to investors – this time asking for reader input on activist investing
- . Overall, do you think activism on the long side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist long investors?
- 2. Overall, do you think activism on the short side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist shorting?
- 3. For each of the following activist investors, please give each an overall rating based on how effective you think they are and how much respect you have for them:
- 4. Among these activists, please rank your top 5
- 5. Please share any general comments on activism. How might it be done better, should regulators or Congress do anything, etc.? Thank you!
[activistinvesting]
For my upcoming seminar (which begins two weeks from Monday), I’m developing a module on activist investing. To get feedback to stimulate my thinking and determine which activists I should focus on, I’ve created a short four-question, anonymous survey on activism in general and 13 top activists. I’d be grateful if you’d take five minutes to complete it: www.surveymonkey.com/r/NPPLT83
Below are some of the questions from the survey