Starboard Value CEO Smith Says Marvell Is Undervalued

The video discusses the investment strategies and philosophy of an activist investor group, focusing on their involvement with Marvell Technologies. It covers their approach to value, path, and plan in investments, their history with proxy contests, and how they handle unsuccessful investments. The group emphasizes the importance of shareholder interests and the evolving corporate landscape.

What does the speaker believe about the future prospects of Marvell Technologies?

What is the significance of the 'path' in the speaker's investment philosophy?

How does the speaker view the current state of corporate America regarding activist investors?