Moe Shaltout & Ravi Desai sent letter to the Shareholders of Pacific Coast Oil Trust
To Fellow Unitholders of Pacific Coast Oil Trust (ROYTL), We are at a critical juncture for the Pacific Coast Oil Trust, and we are...
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Value Investing
Irudaya Raj
6 days ago4 min read
Oaktree Capital Management, L.P. sent a letter to the board of directors of the Indivior PLC
November 6, 2024 Board of Directors Indivior PLC 10710 Midlothian Turnpike, Suite 125 North Chesterfield, Virginia 23235 To the Members...
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Kanmani Rex
7 days ago1 min read
Joseph Stilwell Aims to Enhance Shareholder Value Through Collaboration with Central Plains Bancshares (CPBI)
Key Summary: On November 5, 2024, Joseph Stilwell stated his intent to collaborate with management and the Board to enhance shareholder...
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Kanmani Rex
7 days ago1 min read
Pinetree Capital Proposes Governance Improvements to TruBridge, Inc (TBRG)
Key Summary: On November 5, 2024, Pinetree Capital Ltd (14.99%) discussed corporate governance improvements with the Board and...
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Kanmani Rex
7 days ago1 min read
Converium Capital and Erez Asset Management Initiate Governance Discussions with Franklin Street Properties Corp (FSP)
Key Summary: On November 5, 2024, Converium Capital and Erez Asset Management announced ongoing discussions with the Board and management...
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Kanmani Rex
Nov 22 min read
Corvex Management Commends MDU Resources (MDU) for its Successful Spinoff of Everus Construction
Key Summary: On August 8, 2022, Corvex Management (5%) praised the Board for the tax-free spinoff of Knife River, viewing it as a step to...
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Kanmani Rex
Nov 19 min read
Global Value Investment Corp Seeks Governance Changes at Rocky Mountain Chocolate Factory (RMCF) Ahead of 2025 Annual Meeting
Key Summary: On October 29, 2024, Global Value Investment Corp held a telephonic meeting with some directors of the company, requesting...
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Irudaya Raj
Oct 311 min read
Biglari Capital Corp Issues Detailed Investor Presentation On Cracker Barrel Old Country Store, Inc
Company Name: CRACKER BARREL OLD COUNTRY STORE, INC Symbol: CBRL Filing Date: Oct-31-2024 Filer Name: BIGLARI CAPITAL CORP. Source:...
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Kanmani Rex
Oct 301 min read
Nant Capital initiated discussions with Panbela Therapeutics (PBLA)
Key Summary: On October 29, 2024, Nant Capital (33.3%) engaged with management, the board, and significant shareholders about strategies...
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Kanmani Rex
Oct 291 min read
GAMCO Pushes Paramount (PARA)Board to Consider Better Offer from Project Rise Partners
Key Summary: On October 25, 2024, GAMCO (11.82%) issued a press release urging Paramount’s board to review Project Rise Partners' higher...
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Kanmani Rex
Oct 261 min read
Maple Rock Capital Seeks Board Expansion and Leadership Dialogue at Algoma Steel Group Inc
Key Summary: On October 25, 2024, Maple Rock Capital Partners urged the Board to engage in discussions about the company’s strategy and...
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Kanmani Rex
Oct 251 min read
Glendon Capital Management Sends Letter to Frontier Communications (FYBR) Opposing Sale to Verizon for $38.50 Per Share
Key Summary: On October 23, 2024, Glendon Capital Management (9.7%) opposed Verizon's proposed acquisition of Frontier Communications at...
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Kanmani Rex
Oct 241 min read
Joseph Stilwell Backs Generations Bancorp (GBNY) Sale to ESL Federal Credit Union
Key Summary: On October 8, 2021, Joseph Stilwell (9.91%) expressed concern that the company’s asset value was undervalued in the market....
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Kanmani Rex
Oct 231 min read
Starboard issued an investor presentation Pfizer Inc (PFE)
Key Summary: On October 20, 2024, Starboard issued an investor presentation analyzing Pfizer Inc., highlighting its contributions to...
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Kanmani Rex
Oct 231 min read
Starboard issued an investor presentation on Kenvue Inc (KVUE)
Key Summary: On October 20, 2024, Starboard issued an investor presentation discussing Kenvue Inc.'s recent performance and strategic...
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Kanmani Rex
Oct 231 min read
Starboard Highlights Salesforce's (CRM)Operational Gains and Future Potential
Key Summary: On October 20, 2024, Starboard highlighted Salesforce Inc.'s significant improvements in operating margins and profitability...
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Kanmani Rex
Oct 231 min read
Nut Tree and Caspian Oppose Sale of Martin Midstream Partners (MMLP) to MRMC
Key Summary: On October 22, 2024, Nut Tree Capital Management L.P. and Caspian Capital L.P. announced their opposition to the proposed...
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Irudaya Raj
Oct 221 min read
Starboard Value LP Issues Detailed Investor Presentation On Pfizer Inc
Company Name: Pfizer Inc Symbol: KVUE Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com/wp-c...
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Irudaya Raj
Oct 221 min read
Starboard Value LP Issues Detailed Investor Presentation On Kenvue Inc.
Company Name: KENVUE INC. Symbol: KVUE Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com/wp-...
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Irudaya Raj
Oct 221 min read
Starboard Value LP Issues Detailed Investor Presentation On Salesforce, Inc.
Company Name: SALESFORCE, INC. Symbol: CRM Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com...
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