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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.
Herbalife May Be a Great Trade,
But It's Not an Activist Investment

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.

 

Previous blog posts

Why Does Carl Icahn Bother With Nonbinding Proposals? (January 28, 2014)

Proxy Access Plods Along (January 21, 2014)

You can find other useful resources at the TAI website, including our research on "Effective Activism, on the Cheap", our white paper with the basics on activist investing, and our new guides on exempt solicitationconsent solicitation, and special shareholder meetings.
For further information, or to discuss a specific turnaround situation, please contact:
 
Michael R. Levin
[email protected]
847.830.1479