Amit

Explorer. Venture Capital. Investing. Finance. New York City. Tel Aviv.

[Amit @DaAmitAgrawal]

The current world order is being upended but that is an outcome of inequality in wealth, the current 1% owns more than 50% of the global wealth. Education is leaving students into debt they cannot pay and little hope for the future.

[Amit @DaAmitAgrawal]

Trian win in the tally of the votes, by a slim margin of 0.0016% is a sign that $PG should just stop wasting shareholder money and give one of the largest shareholders a board seat.

[Amit @DaAmitAgrawal]

After China bans #ICO offerings, its Russia imposing new set of restrictions #bitcoin
#ethereum

[Amit @DaAmitAgrawal]

A great article by @louweiss, a carpet salesman from Pittsburgh who writes better than a lot of journalists today
https://t.co/eYE2pUGpDs

[Amit @DaAmitAgrawal]

“…the merged entity would hold the largest portfolio of pesticides products and the strongest global market positions in seeds and traits…”

[Amit @DaAmitAgrawal]

That’s the allegation put forth by the EU anti-competition body on concerns of reduced competition in pesticides, seeds and traits

[Amit @DaAmitAgrawal]

Deal would “reduce competition in a number of different markets resulting in higher prices, lower quality, less choice and less innovation”

[Amit @DaAmitAgrawal]

The EU Commission has opened up an in-depth investigation into the Bayer-Monsanto investigation on concerns of reduction of competition

[Amit @DaAmitAgrawal]

Google sues Uber. Benchmark sues Travis. Uber VCs ask Benchmark to step down. Travis retaliates by counter-suing Benchmark.

[Amit @DaAmitAgrawal]

You don’t get to see events like these unfold everyday, at this scale, for a startup the importance of #Uber

[Amit @DaAmitAgrawal]

In a twist, Kalanick has alleged that Benchmark forced him to sign a resignation letter, penned by Benchmark under duress.

[Amit @DaAmitAgrawal]

I mean, the ex-CEO of #Uber, Travis Kalanick was sued by Benchmark that alleges he defrauded Uber’s board by keeping his practices secret.

[Amit @DaAmitAgrawal]

Another boardroom battle worthy of attention is Uber, the most valuable, privately-owned unicorn. In an unprecedented move, a VC sued a CEO.

[Amit @DaAmitAgrawal]

An escalating war between the management and founding shareholders, like in this case, ends up destroying value and takes away attention.

[Amit @DaAmitAgrawal]

#Infosys has a problem meeting its 2020 vision & revenue targets which have come down precipitously recently, stock trades at multiyear lows

[Amit @DaAmitAgrawal]

The trends I talk about are long-term, generational changes like, in #Infosys’s case - automation, cloud, AI, product (not cost) leadership.

[Amit @DaAmitAgrawal]

It is a lesson in how companies once considered to be leaders in their industry don’t always stay there if they don’t adapt industry trends.

[Amit @DaAmitAgrawal]

Is the golden age of corporate governance upon us? #Infosys CEO resigns due to accusations of impropriety and deteriorating corp governance

[Amit @DaAmitAgrawal]

Even JP Morgan himself noted that, “it is difficult to get stockholders to take active interest in their companies”. True after 100 years.

[Amit @DaAmitAgrawal]

S&P’s decision to exclude multiple share class structure stocks from the S&P 500 is a good step towards better corporate governance.