I think the main premise here is that smaller businesses with more focused management will attract investor attention and help reduce the conglomerate discount. These businesses can merge, acquire or divest their businesses with less scrutiny and will be more responsive to activist shareholders.
Given the focus on efficiency rather than growth at all costs, shareholders and regulators may like smaller companies that emerge
No_Grapefruit4066 t1_je7ka3u wrote
Reply to comment by Paradox68 in Anyone else think AMZN is going to pop off tomorrow? by Paradox68
I think the main premise here is that smaller businesses with more focused management will attract investor attention and help reduce the conglomerate discount. These businesses can merge, acquire or divest their businesses with less scrutiny and will be more responsive to activist shareholders.
Given the focus on efficiency rather than growth at all costs, shareholders and regulators may like smaller companies that emerge
This is yet a theory