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Unprecedented Activism
The Idea Farm
September 01, 2024
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“Things turn out best for the people who make the best of the way things turn out.”
Research
Verdad - Activism at Scale in Japan (4 pages)
Verdad highlights the changes in capital allocation by Japanese companies since the Tokyo Stock Exchange issued a directive last year asking all companies with price-to-book ratios below 1x to issue a plan to get to 1x book.
As of June 30, 2024
Nareit provides an update on the U.S. listed REIT industry’s operating and dividend performance.
Bonus Content
Learn about Herschel Walker Syndrome: when investors tend to focus too specifically on seeing a single investment in isolation, as opposed to the overall portfolio. Read or Listen
Michael Cembalest explains why the end of Chevron deference may usher in the largest pushback on the regulatory state since the Reagan Administration. Link
Look at 20 of the most severe drawdowns from pandemic favorites that have yet to recover. Link
Forerunner Ventures’ Kirsten Green explains what winning consumer businesses look like in a world with AI. Link
Junior Bridgeman never made more than $350,000 in a season while playing professional basketball. Today, his net worth is about $600 million. Here’s his story. Link
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Podcasts
 8/20/24 - 47 minutes | Montana shares some of the lessons learned from winning Super Bowls with the 49ers and how he applies to his investing career at Liquid 2 Ventures. |
 8/15/24 - 104 minutes | Pease argues that despite the broad overvaluation of US stocks, high-quality companies and deep-value stocks are attractive today. |
 2/19/24 - 92 minutes | Koch is the President and CEO of the TCW Group. She covers the importance of resilience, humility and handling failure, and lessons from leading the investment team at TCW. |
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