Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.
It is amazing what institutional investors – especially large holders – put up with. Do Portfolio Managers communicate with CEOs any longer? PMs used to speak with management teams to provide feedback around capital allocation decisions, financial disclosures and more. My sense is that less of this interaction occurs today. Below we cover a few examples. We also cover yesterday’s proposed Big Tech regulation. Innovation will slow at each firm (Alphabet, Amazon, Apple, Facebook) regardless of what the FTC may or may not do.
Read the full article here: https://tek2day.com/2020/10/07/institutional-investors-forgot-they-have-a-voice-plus-big-tech-regulation/
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