April 24, 2025
In the first half of 2025, nearly half of all US activist settlements were reached before a public campaign was announced. The campaign you never read about is now the most common kind.
The term gets used loosely, the fees get scrutinized publicly, and the strategies stay deliberately opaque. Here's what hedge funds actually are.
A shareholder vote settled the largest proxy fight in history by 42,780 votes out of two billion cast. Here is what an activist investor actually does before it ever comes to a count that close.
There are two kinds of default. One of them is what the word was designed to describe. This piece is about the other one.
In the first half of 2025, nearly half of all US activist settlements were reached before a public campaign was announced. The campaign you never read about is now the most common kind.
A minority shareholder of a company can change who runs it and what it owns. The mechanism is not new, and it is not complicated.
March 30, 2025
The technologies that restructured how people live were not funded by venture capital. The paper trail is public, the dates are checkable, and this is what the record shows.
March 26, 2025
There are two kinds of default. One of them is what the word was designed to describe. This piece is about the other one.
October 24, 2024
A corporate raider made $760 million on a company and never ran it for a day. Here is how each of the three routes to a profitable raid actually works.
October 22, 2024
A leveraged buyout and a corporate raider use the same borrowed money and the same logic. The word that changed is not the transaction. It is where the transaction happens.
October 18, 2024
The term "corporate raider" was a position a board took before it had heard the argument. It retired the word. It did not retire the practice.
October 16, 2024
The companies that got raided in the 1980s had been building the problem for two decades. The word designed to end that argument is the reason most people never heard it.
October 12, 2024
Corporate raiding ran on borrowed money, and the man who supplied most of it went to prison. Here is the era, the deals, and the indictment that ended it.
October 10, 2024
The term exists to discredit before the argument starts. Here's what's actually happening when a corporate raider shows up.
October 8, 2024
Most people who make a billion dollars do it by reading something correctly that everyone else missed. Sir James Goldsmith did it three times.
September 24, 2024
A minority shareholder of a company can change who runs it and what it owns. The mechanism is not new, and it is not complicated.
September 10, 2024
A shareholder vote settled the largest proxy fight in history by 42,780 votes out of two billion cast. Here is what an activist investor actually does before it ever comes to a count that close.
September 8, 2024
The term gets used loosely, the fees get scrutinized publicly, and the strategies stay deliberately opaque. Here's what hedge funds actually are.
June 15, 2023
Through my dad's tragic story, I expose the devastating reality of medical negligence and its life-shattering implications.