Activist hedge fund Starboard Value owns a little over 5% of AOL, and has been agitating since December for board changes and a refocused strategy. From a just-released 96-slide deck outlining its position, here’s Starboard’s problem with how AOL has handled The Huffington Post since acquiring it in February, 2011 for $315 million. Click to enlarge:
As the Information Age morphs into the Automation Age, some market truisms that pass as common knowledge may not apply.
Here’s how supply and tax policy are reshaping the market
The quality themes and companies offering exposure to AI are closely aligned with megatrends that are likely to define economies and markets for decades, including demographic shift, automation, digitalization, green energy, and geopolitical volatility.
Attacks and incidents have not stopped
