Elliott Urges EBay to Review Portfolio

The video discusses Elliott's significant investment in eBay, focusing on revitalizing its core marketplace business. It highlights the strategic review of eBay's portfolio, including StubHub and classifieds, and examines Starboard's stake in eBay, suggesting potential alignment with Elliott. The video also reflects on the impact of the PayPal spin-off, initiated by Carl Icahn, noting its success for PayPal shareholders but less so for eBay's remaining business.

What are the implications of the activist investors' involvement in eBay?

What has been the performance of eBay since the PayPal split?