Engaged Capital's Actions to Enhance Stockholder Value and Governance at PRA Group, Inc (PRAA)
Key Summary: On December 13, 2023, Engaged Capital (5.1%) communicated with the board and management to enhance stockholder value,...
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Value Investing
Ananthi.T 17BT002
Dec 11, 20231 min read
Neil S. Subin Announces Activist Investment Stance with Four Director Nominations at Scully Royalty Ltd (SRL)
Key Summary: On December 11, 2023, Neil S. Subin (12.4%) announced an activist stance, nominating four director candidates for the...
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Ananthi.T 17BT002
Dec 5, 20233 min read
Sarissa Capital Management Expresses Confidence in Amarin's (AMRN) Value and Long-Term Commitment
Key Summary: Sarissa Capital Management (6.06%) began engaging with the company on January 24, 2022, to maximize asset value, expressing...
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Ananthi.T 17BT002
Dec 4, 20231 min read
Moshe Arkin Urges Eiger BioPharmaceuticals (EIGR) to Maximize Value with Lonafarnib Focus
Key Summary: On November 14, 2023, Moshe Arkin (10%) urged the Board to prioritize Lonafarnib's potential for treating Hepatitis Delta...
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Ananthi.T 17BT002
Dec 4, 20231 min read
Kanen Wealth Management / Philotimo Fund Urges eGain Corporation (EGAN) to explore a sale
Key Summary: On April 24, 2023, Kanen Wealth Management / Philotimo Fund (6.4%) stated the company's stock price does not reflect its...
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Ananthi.T 17BT002
Dec 4, 20231 min read
180 Degree Capital Corp Commends Synchronoss Technologies (SNCR) for Non-Core Asset Sale and Board Appointment
Key Summary: On December 4, 2023, 180 Degree Capital Corp (8%) praised the company for selling non-core assets and appointing Kevin M....
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Ananthi.T 17BT002
Nov 28, 20232 min read
Sherwood Sends Follow-Up Letter to Navios Maritime Partners LP (NMM)
Key Summary: On July 22, 2021, Sherwood disclosed a 5.8% stake, expressing concerns about the company's management and decisions by CEO...
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Ananthi.T 17BT002
Nov 28, 20231 min read
Soleus Capital Initiates Discussions with Board and Management of Theratechnologies (THTX) on Value Enhancement Strategies
Key Summary: On November 28, 2023, Soleus Capital (10.5%) communicated with the Board and management about enhancing stockholder value,...
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Ananthi.T 17BT002
Nov 27, 20232 min read
Mint Capital Advisors Opts Out of Nomination, Remains Committed to Enhancing Shareholder Value at LM Funding America (LMFA)
Key Summary: On October 2, 2023, Mint Capital Advisors (13.3%) nominated Paul Abramowitz and Daniel Brauser for election to the Board at...
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Ananthi.T 17BT002
Nov 20, 20232 min read
JAT Capital Management Demands Inspection of Company Records at Beyond Inc (BYON)
Key Summary: On October 12, 2023, JAT Capital Management (9.1%) sent a letter to the Board recommending operational improvements,...
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Ananthi.T 17BT002
Nov 16, 20231 min read
Hanesbrands Inc (HBI) reached agreement with Barington
Key Summary: On August 7, 2023, Barington urged the company to enhance shareholder value by focusing on cash generation, debt reduction,...
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Ananthi.T 17BT002
Nov 15, 20232 min read
Legion Partners remains committed to unlocking potential at OneSpan (OSPN)
Key Summary: On August 14, 2023, Legion Partners Asset Management (8.7%) sent a letter to the Board criticizing the company's shift from...
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Ananthi.T 17BT002
Nov 13, 20232 min read
Azenta (AZTA) reaches agreement with Politan Capital
Key Summary: On November 1, 2023, Politan Capital (7.61%) discussed business strategies and corporate governance with the company's...
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Ananthi.T 17BT002
Nov 11, 20232 min read
Cannell Capital urges ContextLogic (WISH) to cease operations and return the cash to shareholders
Key Summary: On September 19, 2023, Cannell Capital sent a letter to the CEO expressing concerns over the company's poor performance...
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Ananthi.T 17BT002
Nov 9, 20231 min read
Punch & Associates urges Logan Ridge Finance Corporation (LRFC) to consider merger
Key Summary: On November 9, 2023, Punch & Associates (8.7%) sent a letter to the Board encouraging the Company to explore a business...
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Ananthi.T 17BT002
Nov 7, 20236 min read
Former Directors Group Dissolves After Achieving Key Objectives at Cano Health (CANO)
Key Summary: On March 30, 2023, Barry Sternlicht (9.4%) resigned from the board, protesting against CEO Marlow Hernandez. By April 2,...
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Ananthi.T 17BT002
Nov 7, 20232 min read
Stadium Capital Management Voices Concerns Over Sleep Number's (SNBR) Long-Term Performance Following Governance Changes
Key Summary: On August 25, 2023, Stadium Capital Management (8.5%) expressed concerns over the company’s long-term underperformance and...
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Ananthi.T 17BT002
Nov 6, 20231 min read
Bandera Partners secured a board seat in Joint Corp (JYNT)
Key Summary: On September 15, 2023, Bandera Partners (25%) announced it might engage in talks with management and the Board following the...
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Ananthi.T 17BT002
Nov 2, 20232 min read
JAT Capital Management Proposed Operational Enhancements for Overstock.com (OSTK)
Key Summary: On October 12, 2023, JAT Capital Management (9.1%) sent a letter to the Board recommending a comprehensive business plan,...
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Ananthi.T 17BT002
Oct 31, 20234 min read
MEI Pharma (MEIP) Enters into Agreement with Anson Funds and Cable Car Capital
Key Summary: On July 17, 2023, Anson Funds and Cable Car Capital LLC (14.8%) filed materials to remove MEIP's Board, citing concerns over...
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