Starboard CEO on Macy's: We Invested Too Early

The video discusses the challenges and strategies in finding new investment opportunities, focusing on the shift towards constructive activism. It includes case studies on Office Depot and Macy's, analyzing the outcomes and strategies involved in these investments. The discussion highlights the importance of shareholder influence and the evolving nature of activism in investment.

What were the outcomes of the investments in Office Depot and Macy's as discussed?

What factors contributed to the speaker's belief that Macy's could still be a good investment?

How does the speaker view the relationship with Macy's management team?