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Annals of Investor Relations -
What CEOs Really Think of Investors

For a moment it appeared to some investors that relations with portfolio companies started to improve. This ostensible collaboration includes the new projects for engaging shareholders. The Shareholder-Director Exchange in particular features input from significant companies (Home Depot, Merck) and investors (Vanguard, BlackRock). 

 

Don't get your hopes up, at least based on what companies tell their employees about investors. The correspondence in the Allergan saga reveals much about the true sentiment in the boardroom. 


See a current blog post for the analysis.

 

Recent TAI blog posts

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
m.levin@theactivistinvestor.com
847.830.1479