Ari Levy
speaker
238 appearances
1 recordings
1 series
first heard Feb 2026
last heard 12 Feb
Ari Levy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
There's more risk.
And so I would take that all day long.
But finding those things that pay you five bips a day with low risk is few and far between.
A lot of what we manage is just our own capital to take positions where we take an activist approach and where we will buy 5% to 15% of a company.
It depends on their bylaws.
If they have a poison pill, you want to look at the shareholder profile.
But based on...
all sorts of different inputs and analysis.
If the company is really under the radar, you believe it's trading at a big discount to its private market value.
And that's not just your instinct, but because you've talked to a bunch of different industry players and investment bankers, there's...
a bunch of private equity firms, for example, that would love to buy a bunch of these small cap companies.
And if all these companies were for sale, I think talk to enough of them that they would drop everything and just focus on those opportunities rather than trading assets to each other in the private market, doing their typical game of cutting costs and then trying to sell at the whatever they adjusted EBITDA looks like the highest.
But there's a lot of these niche little companies that these private equity firms would like to own.
They are not willing typically to take positions in public companies, certainly not willing to be activists.
They're always, we call ourselves friendly activists.
But if you have boards and management teams that are not acting in shareholders' best interest because for whatever reason, there's a bunch of the board members or retirees that like saying they're on a public board, they like the compensation from it, but they don't own any stock, they are
not aligned with you, the shareholder that owns 9% of the company.
And so we will try to get board seats.
We've gotten board seats on a number of different companies.
And ultimately, if they're too small to be public, too niche-y, too hard to understand, they're going to have to grow many multiples to become relevant and get on someone's radar.
Showing 101–120 of 238 · page 6 of 12
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