The common perception of activist investing is personified by Carl Icahn. Activists are known for using PR campaigns to exert pressure and affect change at target companies.
However Jeffrey Ubben of ValueAct is among the world most successful activist investors, and rarely goes public. In fact, he says public campaigns are less effective in unlocking value than his collaborative approach.
Ubben recently made waves in pharma/biotech when he sold part of his long time Valeant ($VRX) stake.
Enjoy the 25 minute interview below, in two parts. It is courtesy of the amazing OpalesqueTV YouTube channel.
This is the personal blog of Emory Redd.
This blog is not investment advice. This is not a solicitation to invest. Don't take candy from strangers.
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