Barington Capital Group's Recommendations to Mattel Inc (MAT) to unlock shareholder value
Key Summary: Barington Capital urges Mattel to address underperformance through strategies such as exploring Fisher-Price and American...
top of page
Value Investing
Ananthi.T 17BT002
Jan 312 min read
Starboard Voices Concerns about GoDaddy's (GDDY) Performance
Key Summary: Starboard (7.8%) expressed disappointment in the company's performance on Sep 12, 2023, suggesting expense reduction and...
3 views0 comments
Ananthi.T 17BT002
Jan 311 min read
Legion Partners reaches agreement with Clear Channel Outdoor Holdings (CCO)
Key Summary: On May 16, 2023, Legion Partners (5.1%) urged board for broader strategic review and expressed concern over the pace. On Jan...
3 views0 comments
Ananthi.T 17BT002
Jan 302 min read
David E. Lazar announced ownership interest in Minim, Inc (MINM)
Key Summary: David Lazar acquires 2M Series A Pref. Stock, with conversion, warrants, and plans for shareholder value Market Cap: $7...
1 view0 comments
Ananthi.T 17BT002
Jan 252 min read
L.B. Foster Company (FSTR) to Nominate Alexander B. Jones from 22NW, LP to the Board at 2024 AGM
Key Summary: On February 1, 2022, 22NW Fund disclosed a 9.5% stake, leading to discussions with the company's management. On April 6,...
2 views0 comments
Ananthi.T 17BT002
Jan 183 min read
Allen Hartman Clashes with Silver Star Properties REIT Over Consent Solicitation
Key Summary: In Oct 2023, Allen R. Hartman advocated for Silver Star's liquidation and criticized mismanagement, leading to legal...
0 views0 comments
Ananthi.T 17BT002
Jan 121 min read
HG Vora Capital's Letter Expresses Concern Over Unequal Board Allocation at PENN Entertainment (PENN)
Key Summary: On Jan 12, 2024, HG Vora Capital (9.6%) voiced concern over unequal board allocation at the company, citing legal...
2 views0 comments
Ananthi.T 17BT002
Jan 111 min read
Mill Road Capital secured a Board seat in Superior Industries International
Key Summary: On January 11, 2024, the company and Mill Road Capital entered a Cooperation Agreement, appointing Deven Petito to the...
1 view0 comments
Ananthi.T 17BT002
Jan 102 min read
Bradley L. Radoff reached agreement with EMCORE Corp (EMKR)
Key Summary: In Dec 2023, Bradley L. Radoff nominated 3 candidates for the 2024 AGM. On Jan 10, 2024, he entered a Cooperation Agreement...
3 views0 comments
Ananthi.T 17BT002
Jan 102 min read
Broadwood Partners was pleased with the substantial progress in STAAR Surgical Company (STAA)
Key Summary: Broadwood Partners noted progress in STAAR Surgical Company. On Jan 10, 2024 (22.1%), despite a stock price dip, it believed...
0 views0 comments
Ananthi.T 17BT002
Jan 42 min read
SomaLogic (SLGC) Stockholders Voted to Approve Standard BioTools Transaction at Special Meeting
Key Summary: Madryn Asset Management (4.2%) opposes the SomaLogic-Standard BioTools merger, soliciting "AGAINST" votes. At the special...
0 views0 comments
Ananthi.T 17BT002
Jan 22 min read
Starboard enters into cooperation agreement with Bloomin' Brands (BLMN)
Key Summary: In Jan 2024, Starboard reached agreement with Bloomin' Brands. In April 2020, Jana Partners added two directors thro'...
4 views0 comments
Ananthi.T 17BT002
Dec 21, 20234 min read
Nierenberg Investment Management commends on potential growth and improved performance at Potbelly Corporation (PBPB)
Key Summary: On July 21, 2022, Nierenberg Investment Management stated the Company is undervalued and projected long-term growth through...
1 view0 comments
Ananthi.T 17BT002
Dec 21, 20231 min read
Universal Electronics (UEIC) and Toro 18 Holdings reaches agreement
Key Summary: On December 21, 2023, the company agreed with Toro 18 Holdings LLC (11.9%) for Mr. Singer's director appointment until the...
0 views0 comments
Ananthi.T 17BT002
Dec 20, 20231 min read
Irenic Capital Management initiated active stake in Reservoir Media (RSVR)
Key Summary: On December 20, 2023, Irenic Capital Management stated that the company's securities are undervalued and seeks to engage...
4 views0 comments
Ananthi.T 17BT002
Dec 19, 20233 min read
Flat Footed Urges Diversified Healthcare Trust (DHC) to Reconsider AlerisLife Sale and Repurchase Option
Key Summary: Flat Footed LLC, D.E. Shaw, and H/2 Special Opportunities strongly opposed the proposed merger between the company and...
1 view0 comments
Ananthi.T 17BT002
Dec 18, 20233 min read
Carl C. Icahn Issues Open Letter to Stockholders of Illumina (ILMN)
Key Summary: Carl C. Icahn, holding a 1.4% stake, launched a series of aggressive actions against Illumina starting March 2023,...
1 view0 comments
Ananthi.T 17BT002
Dec 15, 20231 min read
Peter J. Nolan reaches agreement with Limoneira Company (LMNR)
Key Summary: On October 6, 2023, Peter J. Nolan (5.6% stake) stated the company's stock was undervalued and discussed various aspects...
0 views0 comments
Ananthi.T 17BT002
Dec 14, 20231 min read
Forager Fund increased its stake after reaching agreement with Delta Apparel, Inc (DLA)
Key Summary: In Oct 2023, Forager Fund planned director nominations for 2024 AGM. In Dec 2023, they cooperated with the company,...
1 view0 comments
Ananthi.T 17BT002
Dec 14, 20231 min read
MCI Capital, LC and Iowa City Capital Partners filed a compliant seeking access to StarTek (SRT) records
Key Summary: On August 10, 2023, MCI Capital, LC and Iowa City Capital Partners, LC raised concerns to the Board about CSP Management...
0 views0 comments
bottom of page