Today, analysts Andrew Tonner and Austin Smith discuss Bill Ackman's recent efforts to overhaul consumer-goods maker Procter & Gamble. Austin thinks the move makes little sense, especially with Ackman's assets spread out across different industries, and he looks instead at the fact that Warren Buffet holds a higher stake with seemingly little concern about the company's management and direction.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.