VIC Activists: Smith On Tissues, Ubben On GOOG, McGuire On URI

The Value Investing Congress had fewer high-profile speakers this time, however, Starboard Value’s Jeffrey Smith, ValueAct Capital’s Jeff Ubben and Marcato Capital’s Mick McGuire were worth noticing because of their recent activist runs. VIC: Jeffrey Smith on beauty of toilet papers Jeffrey Smith touted Wausau Paper Corp. (NYSE:WPP) in his presentation today, and it was not the first time he has talked about the investment. In today’s conference, Smith was quoted as saying, “toilet paper is a beautiful, beautiful business”. This was Starboard’s latest activist run, where Smith got two of his nominees successfully appointed to the company’s board in March this…