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Value Investing
Kanmani Rex
Nov 20, 20243 min read
Mantle Ridge secured three Board seats at Air Products And Chemicals, Inc. (APD)
Key Summary: On November 19, 2024, Mantle Ridge filed proxy materials nominating nine nominees for election to the Board at the 2025 AGM....
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Kanmani Rex
Nov 19, 20243 min read
Shareholders voted to elect all six company's director nominees to the board of Mind Medicine (MNMD)
Key Summary: On April 21, 2023, FCM MM Holdings (3.5%) filed proxy materials to nominate four director candidates, citing concerns about...
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Kanmani Rex
Nov 16, 20244 min read
Griffon Corporation (GFF) announces entry into cooperation agreement with Voss Capital
Key Summary: On December 29, 2022, Voss Capital (5%) nominated seven director candidates for Griffon's 2023 AGM, and by January 9, 2023,...
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Kanmani Rex
Oct 19, 20241 min read
Winvest Investment Fund Plans Engagement with LogicMark (LGMK) on Strategy and Leadership
Key Summary: On October 18, 2024, The Winvest Investment Fund Management Corp. (67.2%) announced plans to engage with the board about...
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Kanmani Rex
Oct 19, 20241 min read
JANA Partners and Continental Grain Company to Engage with Lamb Weston Holdings (LW) on Strategic Issues
Key Summary: On October 18, 2024, JANA Partners and Continental Grain Company announced plans to engage with the board and management on...
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Ananthi.T 17BT002
Sep 23, 20244 min read
Camac Fund, ATG Capital Management and McIntyre Capital (together 7.6%) entered into a settlement agreement with Forte Biosciences (FBRX)
Key Summary: Various investment firms, including BML Investment Partners, Camac Fund, ATG Fund, McIntyre Capital, and Funicular Funds,...
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Ananthi.T 17BT002
Sep 23, 20241 min read
Starboard reaches agreement with Alight Inc (ALIT)
Key Summary: On Feb 16, 2024, Starboard nominated Board candidates for Alight Inc. On May 6, 2024, following a cooperation agreement with...
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Ananthi.T 17BT002
Sep 23, 20242 min read
Bitfarms (BITF) and Riot Announce Settlement
Key Summary: On June 12, 2024, Riot Platforms criticized Bitfarms' 15% Poison Pill as poor governance and called for Chairman Nicolas...
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Ananthi.T 17BT002
Sep 23, 20241 min read
Axonic Capital initiated discussions with Power REIT (PW)
Key Summary: On July 25, 2024, Axonic Capital  had discussed with the management various strategies to enhance shareholder value,...
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Snowball Research
Sep 23, 20241 min read
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Kanmani Rex
Sep 23, 20242 min read
Dream Chasers Challenges Carver Bancorp, Inc (CARV) AGM Results, Demands Transparency and Accountability
Key Summary:Â On July 23, 2024, Dream Chasers Capital Group LLC (5%) stated that it was nominating two new directors to the board and...
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Ananthi.T 17BT002
Sep 20, 20242 min read
Shareholders rejected Starboard's Proposal to Collapse Dual-Class Share Structure at News Corp (NWS)
Key Summary: On September 9, 2024, Starboard Value proposed eliminating News Corp’s dual-class share structure, criticizing the...
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Ananthi.T 17BT002
Sep 20, 20242 min read
Michael Porcelain reached cooperation agreement with Comtech Telecommunications Corp (CMTL)
Key Summary: On September 20, 2024, Michael Porcelain nominated eight candidates, including himself, for the Board at the 2024 annual...
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Ananthi.T 17BT002
Sep 18, 20242 min read
Starboard Value reached agreement with Algonquin Power & Utilities (AQN)
Key Summary: On July 6, 2023, Starboard urged sale of Algonquin's renewable business to reduce leverage, enhance EPS, and align dividend...
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Ananthi.T 17BT002
Sep 17, 20245 min read
Politan nominees were elected to the Board of Masimo (MASI)
Key Summary: In September 2022, Politan Capital Management raised governance and board representation issues with Masimo's CEO, leading...
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Ananthi.T 17BT002
Sep 16, 20241 min read
Deep Track Capital Plans Discussions on Dynavax Technologies Corporation's (DVAX) Performance and Governance
Key Summary: On September 16, 2024, Deep Track Capital (9.6%) announced plans to discuss the company's performance, governance...
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Ananthi.T 17BT002
Sep 16, 20243 min read
Biglari Capital's nominees were not elected to the Board of Cracker Barrel Old Country Store (CBRL)
Key Summary: On August 16, 2024, Biglari Capital Corp (9%) nominated Board candidates to Cracker Barrel Old Country Store, Inc. At the...
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Ananthi.T 17BT002
Sep 11, 20244 min read
AIM ImmunoTech (AIM) Announces Election of Three Incumbent Board Members and one dissident group member at Annual Meeting
Key Summary: On August 14, 2024, Mr. Kellner announced plans to nominate himself, Mr. Deutsch, and Mr. Chioini for the 2024 board...
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Ananthi.T 17BT002
Sep 10, 20243 min read
Vista Outdoor (VSTO) Announces Completion of CSG Transaction
Key Summary: On November 22, 2023, Colt CZ proposed a strategic combination with Vista Outdoor valuing the company at $30.00 per share...
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Ananthi.T 17BT002
Sep 10, 20243 min read
Southwest (LUV) Enters Agreement with Elliott, Expanding Board with 6 New Directors
Key Summary: On July 8, 2024, Elliott Investment Management L.P. called for a leadership overhaul at Southwest Airlines due to ongoing...
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