Mike is an ex-activist investor who writes about tech, corporate governance, the power of friction & incentives, strategy, interpersonal board dynamics, and activist fights.  

 

In this episode Mike and The Business Brew discuss everything from corporate governance to the potential for charismatic personalities to use their brand to make a run at real companies.  Mike has a unique outlook on the world.  Mike describes how the clues in corporate governance actions can help investors triangulate their ideas of valuation.  At times, Mike will even use corporate governance changes as signals to initiate positions.  For instance, he used clues to call a bottom on GrubHub shares and was correct.

 

Join The Business Brew as we discuss how a different analytical lens can potentially help improve analysis and returns.  But more importantly, listen to a unique mind talk about how he looks at the world.  It was a pleasure to chat with Mike.  

 

A big thank you to Mathew Passy and his team for saving this episode.