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The activist playbook isn't limited to chopping up shops or any subset of the PE playbook. Intel stock is likely so undervalued right now that an activist can
by airstrike 2y ago
The activist playbook isn't limited to chopping up shops or any subset of the PE playbook.
Intel stock is likely so undervalued right now that an activist can just come in, throw a fight deck at the board, show to the market that they will put _some_ better board in charge (shouldn't be too hard), get the votes they need, replace the board (partially), see the stock rally (pick a number) 20% on improved sentiment and expectations, gradually unwind the position and move on.