Question 1: How would you leverage the tip about the potential misappropriation
Question 1: How would you leverage the tip about the potential misappropriation of corporate assets? Would you file a criminal complaint against Drahi for misappropriation on corporate assets? What tradeoffs do you see and why?
Question 2: Do you agree with CIAM’s assessment that Altice’s offer for SFR shares was “woefully inadequate”? How did you come to this agreement or disagreement with it? You may use the valuation workbook or the excerpts from Accuracy’s valuation report (attached).
Question 3: What (if any) value can activist investors bring in markets? Support your answer with some examples of any activist investor outcomes and/or references from the literature.
Question 4: Would you invest in CIAM if you were a large and established endowment fund? CAn activist investing take off in France? Why or why not? What do you see as they key success factors for an activist fund in an environment such as France?
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