Topic The Street

Here is a great excerpt from Bill Ackman, an activist shareholder. See a glimpse at how they think.

Here is a nice example for a press release when a company does not have quorum for its annual shareholder meeting.

Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2022 version.

We are always intrigued taking a look at how an activist communicates to shareholders.  Here is another example.  They all seem to take the same form.  They use scare tactics.  They have all of the answers.  They know how to fix what needs fixing.  Always be prepared for activists if you are not performing with the industry or ROIC is down.

Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2021 version.

Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of major companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2020 version.

Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of major companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2019 version.

Here is a business update provided to address COVID-19.  A great example of transparency.

Here is the article from the NY Times on the Business Roundtable new thoughts on what should drive corporations.  Will see if the words become actions.  

Here is a nice example of a press release issued where a CEO commented on stock price volatility.