Tilson Creats SurveyMonkey Poll Ahead Of Activist Investing Seminar

From Whitney Tilson’s latest email to investors – this time asking for reader input on activist investing

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For my upcoming seminar (which begins two weeks from Monday), I’m developing a module on activist investing. To get feedback to stimulate my thinking and determine which activists I should focus on, I’ve created a short four-question, anonymous survey on activism in general and 13 top activists. I’d be grateful if you’d take five minutes to complete it: www.surveymonkey.com/r/NPPLT83. Thank you!

Below are some of the questions from the survey

. Overall, do you think activism on the long side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist long investors?

Much worse off

Somewhat worse off

About the same

Somewhat better off

Much better off

Comment

2. Overall, do you think activism on the short side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist shorting?

Much worse off

Somewhat worse off

About the same

Somewhat better off

Much better off

Comment

3. For each of the following activist investors, please give each an overall rating based on how effective you think they are and how much respect you have for them:

	Very low	Low	Neutral	High	Very high	I don't know enough about this person to answer
Bill Ackman	Bill Ackman Very low	Bill Ackman Low	Bill Ackman Neutral	Bill Ackman High	Bill Ackman Very high	Bill Ackman I don't know enough about this person to answer
Carson Block	Carson Block Very low	Carson Block Low	Carson Block Neutral	Carson Block High	Carson Block Very high	Carson Block I don't know enough about this person to answer
David Einhorn	David Einhorn Very low	David Einhorn Low	David Einhorn Neutral	David Einhorn High	David Einhorn Very high	David Einhorn I don't know enough about this person to answer
Scott Ferguson	Scott Ferguson Very low	Scott Ferguson Low	Scott Ferguson Neutral	Scott Ferguson High	Scott Ferguson Very high	Scott Ferguson I don't know enough about this person to answer
Carl Icahn	Carl Icahn Very low	Carl Icahn Low	Carl Icahn Neutral	Carl Icahn High	Carl Icahn Very high	Carl Icahn I don't know enough about this person to answer
Dan Loeb	Dan Loeb Very low	Dan Loeb Low	Dan Loeb Neutral	Dan Loeb High	Dan Loeb Very high	Dan Loeb I don't know enough about this person to answer
Mick McGuire	Mick McGuire Very low	Mick McGuire Low	Mick McGuire Neutral	Mick McGuire High	Mick McGuire Very high	Mick McGuire I don't know enough about this person to answer
Keith Meister	Keith Meister Very low	Keith Meister Low	Keith Meister Neutral	Keith Meister High	Keith Meister Very high	Keith Meister I don't know enough about this person to answer
Nelson Peltz	Nelson Peltz Very low	Nelson Peltz Low	Nelson Peltz Neutral	Nelson Peltz High	Nelson Peltz Very high	Nelson Peltz I don't know enough about this person to answer
Barry Rosenstein	Barry Rosenstein Very low	Barry Rosenstein Low	Barry Rosenstein Neutral	Barry Rosenstein High	Barry Rosenstein Very high	Barry Rosenstein I don't know enough about this person to answer
Paul Singer	Paul Singer Very low	Paul Singer Low	Paul Singer Neutral	Paul Singer High	Paul Singer Very high	Paul Singer I don't know enough about this person to answer
Jeffrey Smith	Jeffrey Smith Very low	Jeffrey Smith Low	Jeffrey Smith Neutral	Jeffrey Smith High	Jeffrey Smith Very high	Jeffrey Smith I don't know enough about this person to answer
Jeff Ubben	Jeff Ubben Very low	Jeff Ubben Low	Jeff Ubben Neutral	Jeff Ubben High	Jeff Ubben Very high	Jeff Ubben I don't know enough about this person to answer

Please share any comments you wish about any of these investors.

4. Among these activists, please rank your top 5

	#1	#2	#3	#4	#5
Bill Ackman	Bill Ackman #1	Bill Ackman #2	Bill Ackman #3	Bill Ackman #4	Bill Ackman #5
Carson Block	Carson Block #1	Carson Block #2	Carson Block #3	Carson Block #4	Carson Block #5
David Einhorn	David Einhorn #1	David Einhorn #2	David Einhorn #3	David Einhorn #4	David Einhorn #5
Scott Ferguson	Scott Ferguson #1	Scott Ferguson #2	Scott Ferguson #3	Scott Ferguson #4	Scott Ferguson #5
Carl Icahn	Carl Icahn #1	Carl Icahn #2	Carl Icahn #3	Carl Icahn #4	Carl Icahn #5
Dan Loeb	Dan Loeb #1	Dan Loeb #2	Dan Loeb #3	Dan Loeb #4	Dan Loeb #5
Mick McGuire	Mick McGuire #1	Mick McGuire #2	Mick McGuire #3	Mick McGuire #4	Mick McGuire #5
Keith Meister	Keith Meister #1	Keith Meister #2	Keith Meister #3	Keith Meister #4	Keith Meister #5
Nelson Peltz	Nelson Peltz #1	Nelson Peltz #2	Nelson Peltz #3	Nelson Peltz #4	Nelson Peltz #5
Barry Rosenstein	Barry Rosenstein #1	Barry Rosenstein #2	Barry Rosenstein #3	Barry Rosenstein #4	Barry Rosenstein #5
Paul Singer	Paul Singer #1	Paul Singer #2	Paul Singer #3	Paul Singer #4	Paul Singer #5
Jeffrey Smith	Jeffrey Smith #1	Jeffrey Smith #2	Jeffrey Smith #3	Jeffrey Smith #4	Jeffrey Smith #5
Jeff Ubben	Jeff Ubben #1	Jeff Ubben #2	Jeff Ubben #3	Jeff Ubben #4	Jeff Ubben #5

Tilson Creats SurveyMonkey Poll Ahead Of Activist Investing Seminar

. Overall, do you think activism on the long side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist long investors?

2. Overall, do you think activism on the short side is a positive or negative thing? Are companies, our markets, and our economy better or worse off because of activist shorting?

3. For each of the following activist investors, please give each an overall rating based on how effective you think they are and how much respect you have for them:

4. Among these activists, please rank your top 5

5. Please share any general comments on activism. How might it be done better, should regulators or Congress do anything, etc.? Thank you!

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