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Here’s this week’s letter:
I recently heard a talk by someone who was saying that shareholders can influence what a company does. But my question is, do I need to be a big time player with lots of stocks to be able to have any influence? The speaker gave the example of Engine 1, and said they had a tiny amount of stocks in Exxon but I guess I just want to hear another opinion about this. Can a middle income person really have any influence?

https://www.wsj.com/articles/the-hedge-fund-manager-who-did-battle-with-exxonand-won-11623470420
https://www.nytimes.com/2021/06/23/magazine/exxon-mobil-engine-no-1-board.html
https://www.asyousow.org/reports/proxy-preview-2022 

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