"It's not them, it's you"
Terry Smith: "Engagement with companies in our humble opinion is a waste of time. We almost never get them to change what they’re going to do" (Fundsmith AGM, Feb-26)
librariancapital.substa…
FT: "How Nelson Peltz chalked up another corporate break-up at Unilever"
ft.com/content/2152c265…