In this article, Jeffrey Towson discusses the role of activists and catalysts in driving digital value. He argues that these investors can help to improve corporate governance, unlock shareholder value, and drive innovation. Towson provides examples of how activists have successfully used their influence to improve the performance of digital businesses in Asia.
I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]