Carrying a Big Stick

01/31/2006

Jeffrey Ubben of San Franciso’s ValueAct Capital explains the two most important things he learned from Peter Lynch, why technology companies are ripe targets for activism, what leads him to pick a fight with management and why he sees great value in Reynolds and Reynolds, Catalina Marketing, Williams Scotsman, Gartner Group and Seitel. 

If you are a subscriber, log in to access the issue and bonus archive: