Meson Capital's Ryan Morris discusses his approach to activist investing in the video below.
Morris suggests that rather than look for cases where an activist can move in and replace a "B" quality manager with an "A plus" manager that an activist needs to focus on situations where extreme problems exist.
He also suggests that activists can't move on companies where there is "key man" risk. An activist can't move in and risk the loss of key personnel.
An interesting video with a young activist investor:
Morris suggests that rather than look for cases where an activist can move in and replace a "B" quality manager with an "A plus" manager that an activist needs to focus on situations where extreme problems exist.
He also suggests that activists can't move on companies where there is "key man" risk. An activist can't move in and risk the loss of key personnel.
An interesting video with a young activist investor:
