I haven’t ever written about Insider Monkey before, but I’ve used their website and admired their editorial content for a while — they started as a site that tracks big insiders, particularly hedge funds and other high profile investors, using their public filings and news sources, and they’ve evolved to offer an investment strategy (and […]
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Blue Harbour advocates a “private equity approach to the public markets”, focusing on backing the right management teams and “thinking like an owner.” He advocates collaborative work with companies and boards (they’re not doing proxies or fighting, they’re looking for people who want help) — this has improved because directors are now much more aware, […]
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