Arkhouse targets big shakeup at Barry Diller's IAC

Arkhouse targets big shakeup at Barry Diller's IAC

Activist investors such as Carl Icahn, Jeff Smith and Bill Ackman have long been known to be fearless. They lock in on a mismanaged, undervalued target and take executive teams and boards to task to drive shareholder value. Sometimes they are successful, sometimes not so much. But a new breed of activist investor is appearing nowadays, one more inclined to work with management and boards to achieve desired outcomes. Enter Arkhouse managing partner Gavriel Kahane, who led a campaign to buy struggling Macy’s (M) last year. Macy’s rejected his overtures much to the dismay of investors who have watched the stock plunge since. Kahane is back now with an effort to agitate for change at IAC (IAC), led by billionaire media mogul Barry Diller. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with Kahane about what he would like to see from Diller and IAC, and shares what may happen next at the media publisher. Kahane also doesn’t rule out taking another crack at buying Macy’s. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(252)

The biggest market risk in 2026 is the one no one talks about

The biggest market risk in 2026 is the one no one talks about

Deal activity is heating up as 2025 nears a close amid lower interest rates from the Fed and a sense from sellers that valuations are about as full as one could expect. Yahoo Finance executive editor...

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Why CrowdStrike's CEO says you need AI to fight AI

Why CrowdStrike's CEO says you need AI to fight AI

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. From the racetrack to the race for cybersecurity spending dollars. Yahoo Finance Executive ...

5 Jan 26min

Why Investors Are Watching SailGP’s Explosive Audience Growth

Why Investors Are Watching SailGP’s Explosive Audience Growth

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. From hyrox to pickleball, this is a great moment to take a crack at starting a new sports v...

3 Jan 24min

AI cost cutting is eroding company culture and future profits

AI cost cutting is eroding company culture and future profits

Rest assured that if a leader can cut expenses to boost profits, they will often do so without hesitation. This practice is likely to worsen in the years ahead as leaders are drawn in by the use cases...

29 Des 202521min

Circle's CEO explains why the dollar is going digital

Circle's CEO explains why the dollar is going digital

It has been a very eventful year for stablecoin player Circle (CRCL). The company completed its IPO in June. Then, in July, President Trump signed the GENIUS Act, which is seen as a significant future...

22 Des 202528min

How AI is quietly reshaping industrial stocks like C.H. Robinson

How AI is quietly reshaping industrial stocks like C.H. Robinson

The market loves putting money to work on AI stocks; that much has been made clear in the past two years. The appetite to own AI plays is broadening to more under-the-radar names, including companies ...

17 Des 202525min

Why OpenAI dominated the AI trade in 2025

Why OpenAI dominated the AI trade in 2025

There has been one company at the very center of the AI trade this year. That is none other than OpenAI (OPAI.PVT)! OpenAI has won Yahoo Finance’s 11th annual Company of the Year award. Here is why. F...

15 Des 202529min

Oura vs Big Tech: The ring taking on Apple, Google & OpenAI

Oura vs Big Tech: The ring taking on Apple, Google & OpenAI

The battle to analyze your health data has arguably never been fiercer. The Apple (AAPL) Watch has sold tens of millions of units, all of which are collecting health data. Whoop is eyeing an IPO. Not ...

8 Des 202528min

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