{"id":25725,"date":"2024-03-04T21:58:53","date_gmt":"2024-03-04T21:58:53","guid":{"rendered":"https:\/\/quantfury.com\/?p=25725"},"modified":"2025-01-16T21:01:44","modified_gmt":"2025-01-16T21:01:44","slug":"avis-inversores-activistas","status":"publish","type":"post","link":"https:\/\/quantfury.com\/espanol\/perspectivas-de-mercado\/avis-inversores-activistas\/","title":{"rendered":"AVIS (NASDAQ:CAR) tiene lecciones importantes sobre &#8216;inversores activistas&#8217;"},"content":{"rendered":"\n<p>Avis Budget Group (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=CAR\">NASDAQ:CAR<\/a>), una de las mayores empresas de alquiler de coches del mundo, est\u00e1 dando una dura lecci\u00f3n a quienes siguen a las empresas p\u00fablicas con los llamados \u00abinversores activistas\u00bb en su interior, record\u00e1ndoles los peligros que pueden surgir cuando los grandes accionistas intentan ser gerentes.<\/p>\n\n\n\n<p>Las acciones de Avis, que registr\u00f3 ingresos <a href=\"https:\/\/ir.avisbudgetgroup.com\/news-releases\/news-release-details\/avis-budget-group-reports-fourth-quarter-and-full-year-results#:~:text=We%20ended%202023%20with%20fourth,new%20record%20for%20the%20Company.\">r\u00e9cord<\/a> de 12.000 millones de d\u00f3lares en 2023, cayeron un 36% en febrero en medio de preocupaciones sobre algunos <a href=\"https:\/\/www.autofinancenews.net\/allposts\/risk-management\/avis-grows-rental-fleet-40-yoy-in-q4-by-leveraging-oem-relationships\/\">obst\u00e1culos<\/a> macroecon\u00f3micos muy importantes que enfrenta la compa\u00f1\u00eda: mayores tasas de inter\u00e9s y la ca\u00edda del <a href=\"https:\/\/www.autonews.com\/retail\/used-cars-prices-will-fall-57-2024-expert-says\">valor<\/a> de los autos usados. Los problemas est\u00e1n afectando a un inversor activista de larga data que ten\u00eda alrededor de 3.000 millones de d\u00f3lares en acciones de la empresa a finales de diciembre.<\/p>\n\n\n\n<p>SRS Investment Management, que comenz\u00f3 a invertir en Avis all\u00e1 por 2011, ha visto c\u00f3mo su fondo insignia perdi\u00f3 un 8% este a\u00f1o. Su fundador, Karthik Sarma, lanz\u00f3 una <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/723612\/000090266418001193\/p18-0575sc13da.htm\">batalla<\/a> por poderes en 2018, diciendo que una \u201ccultura de complacencia\u201d en la empresa de alquiler de autom\u00f3viles le hab\u00eda impedido responsabilizar a la gerencia \u201cpor su recurrente fracaso en el cumplimiento de sus objetivos operativos y financieros\u201d.<\/p>\n\n\n\n<p>Sarma, graduado de Princeton y ex consultor de McKinsey, finalmente obtuvo un puesto en la junta directiva en 2020 y vio a uno de sus analistas convertirse como director financiero, o <a href=\"https:\/\/www.avisbudgetgroup.com\/leadership\/brian-choi\/\">CFO<\/a>. Luego se montaron en una ola de crecientes viajes posteriores a la cuarentena, acelerados por un auge del comercio de acciones de memes, hasta obtener ganancias por valor de miles de millones, al menos en papel. La compa\u00f1\u00eda duplic\u00f3 su apuesta y se <a href=\"https:\/\/www.autofinancenews.net\/allposts\/risk-management\/avis-grows-rental-fleet-40-yoy-in-q4-by-leveraging-oem-relationships\/\">lanz\u00f3 a comprar<\/a> justo cuando los precios se disparaban debido a los problemas de la cadena de suministro global, aumentando su flota en un 40% en un trimestre en 2022.<\/p>\n\n\n\n<p>Hay un antiguo dicho sobre inversiones que dice \u00abcomprar barato, vender caro\u00bb. Avis hizo lo contrario, deshaci\u00e9ndose de 50.000 autom\u00f3viles cuando el mercado toc\u00f3 fondo unos a\u00f1os m\u00e1s tarde. Los inversores habr\u00edan hecho bien en tomar nota de un <a href=\"https:\/\/www.yalelawjournal.org\/article\/barbarians-inside-the-gates\">estudio<\/a> de 2022 publicado en el Yale Law Journal que describe c\u00f3mo los activistas a menudo empeoran, no mejoran, las cosas en las empresas a las que apuntan, \u201crevolucionando err\u00f3neamente las cosas en empresas que s\u00f3lo parecen tener un rendimiento inferior.\u201d<\/p>\n\n\n\n<p>Es un mensaje que tampoco parece haber llegado a muchas salas de juntas. Lazard <a href=\"https:\/\/www.lazard.com\/research-insights\/annual-review-of-shareholder-activism-2023\/\">inform\u00f3<\/a> que la actividad activista de los accionistas alcanz\u00f3 un r\u00e9cord en 2023, con 252 nuevas campa\u00f1as a nivel mundial y 122 puestos en la junta directiva ganados. Barclays dijo en un informe separado que el 46% de todas las campa\u00f1as de activistas del a\u00f1o pasado impulsaron fusiones o la venta directa de una empresa o divisi\u00f3n, a pesar del <a href=\"https:\/\/www.cam.ac.uk\/news\/why-do-so-many-company-mergers-fail-new-book-asks\">conocimiento generalizado<\/a> de que la mayor\u00eda de los acuerdos no terminan creando valor.<\/p>\n\n\n\n<p>Elija cuidadosamente su empresa inversora activista.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Avis Budget Group (NASDAQ:CAR), una de las mayores empresas de alquiler de coches del mundo, est\u00e1 dando una dura lecci\u00f3n a quienes siguen a las empresas p\u00fablicas con los llamados \u00abinversores activistas\u00bb en su interior, record\u00e1ndoles los peligros que pueden surgir cuando los grandes accionistas intentan ser gerentes. Las acciones de Avis, que registr\u00f3 ingresos [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[736,108],"tags":[],"class_list":["post-25725","post","type-post","status-publish","format-standard","hentry","category-acciones-en-la-mira","category-perspectivas-de-mercado"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>AVIS (NASDAQ:CAR) tiene lecciones importantes sobre &#039;inversores activistas&#039; | Quantfury<\/title>\n<meta name=\"description\" content=\"Avis Budget Group, una de las mayores empresas de alquiler de coches del mundo, est\u00e1 dando una dura lecci\u00f3n.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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