Activist investor Bill Ackmann is back in the headlines for teaming up on pharma.
Activist investor Bill Ackmann is back in the headlines for teaming up on pharma. The debate reminded me of a recent blog post by the founder of HomeBrew who references the principled views of Marc Andreeson.
We will get to the restructuring of some industries in the coming months, but May's topic will explore basic drivers of value—principles and how two very distinct economic theorists look at this issue.
As is our custom, please read the following articles in advance and bring your questions. You must register as seats are limited, and of course we invite you to check out our blog, http://strategyinsight.wordpress.com where we do our best to post followups. Also past discussion participants are welcome to join us and continue the conversation on Linked in.
Questions? don't hesitate to reach out to Rachel Kaberon--Rkaberon@arkaysolutions.com
Are we what we fund?
Building Wealth: the new rules for individuals, companies and nations.
Lester C. Thurow, The Atlantic 1988
When Principles Pay: Corporate Social Responsibility and the Bottom Line
Interview with Geoffrey Heal and Devin T Stewart May 2008