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You know the folks who got rich in the gold rush, right? The ones who sold pickaxes and wheelbarrows to prospectors.
We don't know whether the purveyors of information for activist investors have gotten rich. Some certainly have done well, to the extent that MSCI will acquire GMI Ratings soon after selling off ISS. Either way, a number of them provide a range of interesting and useful data and documents for investors that want to research the activist prospects at a portfolio company.
In a new resource guide, we summarize what's available, with links to each service. In a current blog post, we comment a bit on what we've seen.
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