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Activists at Autodesk’s Door
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Show notes
Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why Starboard Value is putting Autodesk’s management team and board on notice.
- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.
- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.
Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.
Companies discussed: ADSK, AVGO, NVDA, TSLA.
Catch Jensen Huang’s Caltech commencement speech here:
https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s
Go to www.monarchmoney.com/fool for an extended 30-day free trial.
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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