Activist Fund Trian Builds Stake in Unilever

The video discusses the rise in Ester's share price and the involvement of activist investors, which has led to a lack of confidence in the current strategy. Jefferies analysts suggest that the situation at Unilever is becoming more contentious, with potential for significant changes. Jhope's aggressive acquisition strategy may face challenges due to the presence of activist investors, and there is speculation about a possible breakup of Unilever, which contrasts with Jhope's vision.

In what ways could the strategy of aggressive acquisitions be impacted by activist investors?

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What does the term 'breaking up Unilever' suggest about the potential future of the company?

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