Sign up to save your podcasts
Or
Share How to Find—and Force—Value From Tokyo to Seoul
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to Find—and Force—Value From Tokyo to Seoul
Activist investing is back. On this week's episode of Merryn Talks Money, Merryn Somerset Webb speaks with Joe Bauernfreund, chief executive of Asset Value Investors, about buying quality companies at deep discounts—and actively forcing a catalyst.
The conversation spans Japan’s ongoing governance-driven rerating, South Korea’s push to be the new Japan and moneymaking special situations from Mitsubishi Logistics to News Corp. They also unpack why AVI tilts away from the US, how private-equity trusts and buybacks can unlock value and what the future might be for the UK’s ailing investment trust industry.
See omnystudio.com/listener for privacy information.
View all episodes
By Bloomberg
4.2
3333 ratings
Activist investing is back. On this week's episode of Merryn Talks Money, Merryn Somerset Webb speaks with Joe Bauernfreund, chief executive of Asset Value Investors, about buying quality companies at deep discounts—and actively forcing a catalyst.
The conversation spans Japan’s ongoing governance-driven rerating, South Korea’s push to be the new Japan and moneymaking special situations from Mitsubishi Logistics to News Corp. They also unpack why AVI tilts away from the US, how private-equity trusts and buybacks can unlock value and what the future might be for the UK’s ailing investment trust industry.
See omnystudio.com/listener for privacy information.
More shows like Merryn Talks Money
View all
Bloomberg Intelligence
411 Listeners
55 Listeners
Masters in Business
2,173 Listeners
Bloomberg Businessweek
416 Listeners
Trumponomics
352 Listeners
Investors' Chronicle
12 Listeners
This is Money Podcast
41 Listeners
The Meaningful Money Personal Finance Podcast
93 Listeners
The Money To The Masses Podcast
16 Listeners
Foundering
965 Listeners
Money Makers
9 Listeners
The Personal Investor
15 Listeners
Trillions
192 Listeners
AJ Bell Money & Markets
12 Listeners
On The Money
3 Listeners
Here's Why
67 Listeners
Out of Office
31 Listeners
Money Maze Podcast
37 Listeners
Listen to the Story
4 Listeners
Switch Your Money On
4 Listeners
Behind the Balance Sheet
43 Listeners
Into the Metaverse
56 Listeners
Bedrock, USA
232 Listeners
Zero: The Climate Race
219 Listeners
Bloomberg Tech
61 Listeners
Bloomberg News Now
63 Listeners
The Deal with Alex Rodriguez and Jason Kelly
83 Listeners
Money Stuff: The Podcast
383 Listeners
Unhedged
162 Listeners
Many Happy Returns
38 Listeners
Bloomberg Talks
22 Listeners
In the City
12 Listeners
Bloomberg Opinion
7 Listeners
The Cable
2 Listeners
IVF Disrupted: The Kindbody Story
78 Listeners