Investors ought to take valuation into account when committing capital because it will matter at some point

The post Underappreciated Risks of Overvaluation appeared first on Carried Interest.

Critics of hostile takeovers refuse to see just how massive the cost of suppressing the effective functioning of the market for corporate control can be

The post Why We Need More Hostile Takeovers appeared first on Carried Interest.

Congress targets activist investors in an effort to provide another insulation for corporations by tipping the balance of regulation in favor of management

The post The Brokaw Act Is Unusually Ill-Conceived And Destructive appeared first on Carried Interest.

Will the facts of the Trian DuPont plan and the troubling picture of a company that has lost its way be enough to sway shareholder sentiment and votes

The post Why Trian DuPont Plan Really Needs A Strong Push appeared first on Carried Interest.

Our Top 5 Shareholder Activism Quotes as chosen by our readers, sharing quotes by Bill Ackman, Carl Icahn, Jeff Ubben, Nelson Peltz and Warren Buffett

The post Top 5 Shareholder Activism Quotes appeared first on Carried Interest.

The lesson of experience is that relying solely on tools such as discounted cash flow and earnings per share will fail to ensure shareholder value creation

The post Investment Thesis For Shareholder Value Creation appeared first on Carried Interest.

Today's CEOs have a strong financial incentive to keep hidden shareholder value locked away rather than maximizing it for the benefit of all shareholders

The post Creating Shareholder Value Is Not In A CEO’s Best Interest appeared first on Carried Interest.

With investment returns outperforming the average hedge fund, more asset managers are poised to follow the lead of high profile shareholder activists

The post Is Shareholder Activism The Cure For The Common Stock appeared first on Carried Interest.