1. An Autumn of Activism Awaits European Luxury, Consumer Giants

    An Autumn of Activism Awaits European Luxury, Consumer Giants

    LONDON — “Nothing happens, and nothing happens, and then everything happens,” wrote Fay Weldon. She wasn’t referring to the world of finance, but those words capture the surge in corporate activism that’s set to intensify this fall at two of Europe’s most high-profile groups...

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  2. Quotes

    1. Nothing happens, and nothing happens, and then everything happens.
    2. I think he wants what we all want, which is to see continued, high-quality, sustained, consistent growth from the company, and to unlock the real value of this great company.
    3. A lot of companies have run into difficulties with supply chain, or a failed acquisition, or market sentiment weighing on the stock price. So, there's an attractive entry point for a lot of activist investors who've been kind of sitting around waiting for a good opportunity.
    4. Bluebell alone does not have a meaningful stake and is unlikely to exert significant pressure unless other shareholders also campaign for changes.
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