Description: Ryan Morris spent a week steeling himself for the showdown. Then 27 years old, he was in his first campaign as an activist investor, trying to wrest control of a small company named InfuSystem (INFU), which provides and services pumps used in chemotherapy. In the meeting, Morris would confront InfuSystem’s chairman and vice chairman, two men in their 40s, and tell them that as a shareholder, he thought the company was heading in the wrong direction.
Date: Dec 20, 2012
Questions for Discussions:
- Summarize the highlights in this report that describe the investing strategy Ryan Morris follows?
- What do you think of his basic strategy as an activist focused on small companies?