Resources and Advisory Services
If you're
an investor that wants to turn around an underperforming portfolio company,
then TAI is for you. Management
listens to The Activist Investor.
We haven't formed a definitive view about whether Herbalife shares are actually worth nothing. We've read some of Bill Ackman's presentations, and followed the overall debate.
We don't know what to think about Odyssey Marine Exploration (OMEX), either. Investor Ryan Morris has researched thoroughly whether the company, which reclaims ancient shipwrecks, is also worth nothing. Morris' Meson Capital has also taken on some activist situations in the past couple of years, and he earned a well-deserved reputation as a sharp, thoughtful emerging activist portfolio manager.
What we can say, though, is that neither situation is an activist investment, and show this in a current blog post.