Beyond The Ticker
Beyond The Ticker
Podcast Description
Beyond the Ticker is your go-to podcast for deep dives into investing, markets, and the forces shaping finance. Each week we bring you candid conversations with industry leaders, trailblazers, and seasoned Wharton alumni and professors who’ve mastered the complexities of investing.
Get ready for thought-provoking discussions and expert perspectives—because finance isn’t just about numbers; it’s about the people and ideas driving them.
Podcast Insights
Content Themes
The podcast covers a range of themes including value investing, market dynamics, and the role of technology in finance. For instance, episodes have discussed the concepts of earnings power value and market implied value, while also addressing the significance of mental models and the growing influence of AI on investment strategies. Specific episodes feature topics such as the transition from tech investing to value investing and active versus passive management, catering to both seasoned and new investors.
Beyond the Ticker is your go-to podcast for deep dives into investing, markets, and the forces shaping finance. Each week we bring you candid conversations with industry leaders, trailblazers, and seasoned Wharton alumni and professors who’ve mastered the complexities of investing.
Get ready for thought-provoking discussions and expert perspectives—because finance isn’t just about numbers; it’s about the people and ideas driving them.
In this episode of Beyond The Ticker, Professor Kevin Kaiser discusses the evolution of shareholder activism, its impact on corporate governance, and the changing landscape of capital markets. He explores how activism has shifted from aggressive tactics to more collaborative approaches, the role of institutional investors, and the implications of recent innovations in voting mechanisms. The conversation also delves into global perspectives on activism, particularly in Japan, and highlights the key factors that contribute to successful activism campaigns.
takeaways
- Activism is evolving and takes many flavors.
- Shareholder activism is a source of useful thought.
- Activism is becoming a mainstream feature of capital markets.
- On average, activism leads to a 7% increase in firm value.
- Exxon’s auto voting could weaken shareholder rights.
- The universal proxy card has changed the balance of power.
- Activism styles vary by region due to culture and law.
- Japan is the last frontier of activism.
- Pick the right target for activism success.
- A strong company is the best defense against activism.
Disclaimer
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