This is both an entertaining and informative read. Whether one owns Darden is not important. Look at the due diligence which Starboard Value did here on the restaurant (whether you agree with them or not is a seperate issue) – this is some great research and also some entertaining bits of comments along the way to make it readable enough.
Check it out!
ValueWalk's Raul Panganiban interviews Kirk Du Plessis, Founder and CEO of Option Alpha, and discuss Option Alpha and his general approach to investing. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with Option Alpha's Kirk Du Plessis
Below is a presentation of Starboard Value on “Transforming Darden Restaurants.” In this presentation Starboard highlights the have invested in Darden Restaurants, Inc. (NYSE:DRI) because of the substantial opportunity to unlock value with the right plan and right leadership and much more.