Gregory's Server@fuzzychef Chris Hohn has less than 40 billion assets under management. They could crush him like a bug if they wanted to. This isn’t because of activist investors, it’s because the C-suites wanted to reduce headcount.
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3 comments
 @mattnworb @grs @fuzzychef Yeah, I was wondering what kind of "leverage" is involved here, what could TCI threaten beyond short-term shenanigans to short-term depress their share price? Google doesn't seem susceptible to that, they seem to take the long view, even if they've dropped the whole "don't be evil" thing. @grs @fuzzychef well, you don't know what has been on the table in Davos, perhaps it is more than just this fund |
@grs @fuzzychef yeah hard to understand the pressure he can put in Alphabet if his fund owns <1%