Nelson Peltz: Governance Principles 'Music to Our Ears'

The video discusses the principles guiding boards, shareholders, and management, emphasizing long-term investment strategies. It highlights the importance of board engagement in strategy development and differentiates between short-term and long-term activism. The speaker stresses the need for boards to act as if their net worth is tied to the business, supporting principles that promote long-term economic growth.

What is the relationship between share owners and management according to the speaker?

How does the speaker view the principles discussed in the text?

In what way does the speaker differentiate between their approach and that of typical activists?

What does the speaker imply about the timeframes for creating real value in a company?

What is the average length of stay for the speaker's group in a company, and how does it compare to mutual funds?