Tilson Creats SurveyMonkey Poll Ahead Of Activist Investing Seminar

HFA Padded
Jacob Wolinsky
Published on
Updated on

From Whitney Tilson’s latest email to investors – this time asking for reader input on activist investing

[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. Thank you!

Below are some of the questions from the survey

. 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:

Very low Low Neutral High Very high I don’t know enough about this person to answer
Bill Ackman
Carson Block
David Einhorn
Scott Ferguson
Carl Icahn
Dan Loeb
Mick McGuire
Keith Meister
Nelson Peltz
Barry Rosenstein
Paul Singer
Jeffrey Smith
Jeff Ubben

4. Among these activists, please rank your top 5

#1 #2 #3 #4 #5
Bill Ackman
Carson Block
David Einhorn
Scott Ferguson
Carl Icahn
Dan Loeb
Mick McGuire
Keith Meister
Nelson Peltz
Barry Rosenstein
Paul Singer
Jeffrey Smith
Jeff Ubben

5. Please share any general comments on activism. How might it be done better, should regulators or Congress do anything, etc.? Thank you!

HFA Padded

Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.

Leave a Comment