Governance Arbitrage, With Henry D. Wolfe - a podcast by Nathaniel E. Baker

The general assumption that management and governance of public companies are efficient, is false. So says Henry D. Wolfe in his recently-released book, "Governance Arbitrage: Blowing up the public company governance model to maximize long-term shareholder value."

Content:
The underlying thesis (3:00), what needs to replace it (5:30), why institutional investors have to play a key role (7:44), the advantages of the private equity model (8:45), Wolfe's contrarian investing priority (16:26), Costco the optimal model (21:30).

More information: https://governancearbitrage.com/

Further episodes of The Contrarian Investor Podcast

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Website of Nathaniel E. Baker