Activist Podcast by Marc & Ari

Episodes 5

Avg. Duration 52m

Activity Active

Since Jun 2023

Latest Episode Jan 2025

Publishing Details

Schedule

Irregularly

Format

Episodic

Hosting

anchor.fm

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About This Podcast

Learn from history's greatest shareholder activists and investors. We study cases of shareholder activism and learn about successful activist strategies when dealing with an entrenched management or board. “You have to understand how the system is structured. The guy who gets to the top of the big corporations is, with notable exceptions, a political animal. He’s a survivor. He knows how to watch his back. That means hiring a number two guy that’s not as smart as him. That works for the CEO because he’s never threatened by his second in command “But think what that does to our corporates..."

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Recent Episodes

#4 Discussion with Barington Capital: James Mitarotonda, Gus Vlak and Starboard Value take on Darden (Olive Garden Restaurants)

Jan 01, 2025 3h 2m

In this episode, we sit down for a discussion with Jim and Gus of Barington Capital, and we take a deep dive into the pivotal 2013 investment in Darden Restaurants by Barington and Starboard Value.…

#3 Nelson Peltz’s proxy fight of the decade: DuPont

Oct 20, 2023 1h 16m

In this episode we study Trian’s investment in DuPont. We dig into the primary sources and read the letters Nelson Peltz and his team sent the board, and the board’s responses. DuPont was…

Activist Highlights #1 | Stadium Capital Letter to Sleep Number 9/13/2023

Oct 04, 2023 38m

In this Activist Highlights episode, we dive into Stadium Capital’s recent 13D filing (dated 9/13/2023) regarding Sleep Number (SNBR). We provide some background on Stadium Capital and Alex…

#2 Warren Buffett’s first takeover: Berkshire Hathaway

Jul 14, 2023 38m

In this episode, we delve into the early days of Berkshire Fine Spinning Associates and Hathaway Manufacturing, their eventual merger forming Berkshire Hathaway, and the pivotal role played by Warren…

#1 Carl Icahn's early activist days: Tappan Inc.

Jun 04, 2023 56m

In this episode, we explore a pivotal moment in Icahn's career as he makes a groundbreaking investment in Tappan Inc., leaving a lasting impact on the corporate landscape. Join us as we unravel the…