Stock Club

#142 Activist Season


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It's activist season right now, with 177 activist campaigns announced worldwide last quarter, the most since 2018. Kicking off the show with perhaps the biggest name of them all, Elliott Management, which has just announced that it has built a stake in SaaS pioneer, Salesforce.


This week on Stock Club, the crew also:


  • Look at Nelson Peltz’s efforts to get on the Disney board,
  • Answer a listener question about Netflix's subscribers,
  • Pitch three companies that we like that may have benefitted from the influence of an activist investor.

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