The Activist Insight Podcast

Comp and circumstance

May 18, 2021 Activist Insight Episode 62
The Activist Insight Podcast
Comp and circumstance
Show Notes Chapter Markers

Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the May issues of Activist Insight Monthly and Proxy Monthly.

Activist Insight Monthly explores the impact of activist spinoffs, Hindenburg's short report on Ebang International Holdings, Biogen's vulnerability, Stilwell Value at Peoples Financial, and profiles Gatemore Capital.

Proxy Monthly features an interview with Putnam Investments, as well as an article exploring the varying investor attitudes towards the Children’s Investment Fund's "say on climate" campaign.

You can read our mentioned The Trend article for free here. Clients can log in to read Rebecca's in-depth

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Activist Insight Monthly
Proxy Monthly