Kanen Wealth Management/ Philotimo Fund seeks Board representation at The Real Good Food Company (RGF)
Key Summary: On October 30, 2023, Kanen Wealth Management/Philotimo Fund (9.4%) announced that it has engaged and plans to continue...
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Value Investing
Ananthi.T 17BT002
Oct 28, 20231 min read
Joseph Stilwell reached an agreement with Provident Bancorp (PVBC)
Key Summary: On June 21, 2023, Joseph Stilwell (9.1%) expressed a desire to work with management and the board to maximize shareholder...
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Ananthi.T 17BT002
Oct 24, 20232 min read
Southwest Gas Holdings (SWX) and Carl Icahn Enter Updated Cooperation Agreement, Allowing Designation of Board Members and Committee Participation
Key Summary: Carl Icahn (4.91%) raised concerns about the company’s $1.98 billion acquisition of Questar Pipeline Co from Dominion Energy...
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Ananthi.T 17BT002
Oct 23, 20234 min read
Jonathan Milner Suspends 'Vote AGAINST' Campaign for Abcam's (ABCM) Acquisition by Danaher Corporation
Key Summary: On May 17, 2023, Jonathan Milner (6.3%) announced plans to call an extraordinary general meeting to replace Board Chairman...
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Ananthi.T 17BT002
Oct 20, 20231 min read
American Public Education appoints Michael D. Braner of 325 Capital LLC to its board
Market Cap: $114 million | American Public Education, Inc., together with its subsidiaries, provides online and campus-based...
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Ananthi.T 17BT002
Oct 20, 20231 min read
Shareholders Spangenberg and DiMaio Seek Board Appointment in Spectral MD Holdings, Ltd (MDAI)
Key Summary: On October 20, 2023, Erich Spangenberg and John Michael DiMaio (together holding 33%) sent a letter to the Board requesting...
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Ananthi.T 17BT002
Oct 17, 20233 min read
Frank Porter Stansberry appointed as Chairman and CEO of Marketwise Inc (MKTW)
Key Summary: On June 27, 2022, Frank Porter Stansberry (69%) demanded certain company records but withdrew the request on August 25. On...
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Ananthi.T 17BT002
Oct 17, 20231 min read
Starboard Value Reveals Plans for Margin Boost and 60-144% Share Price Upside at Fortrea Holdings (FTRE)
Key Summary: On October 17, 2023, Starboard Value (5%) announced plans to advocate for margin-boosting changes and other initiatives to...
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Ananthi.T 17BT002
Oct 17, 20231 min read
Land and Buildings Investment Management predicts a 65% upside for Tricon Residential (TCN)
Key Summary: On October 17, 2023, Land and Buildings Investment Management issued a presentation highlighting concerns about poor revenue...
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Ananthi.T 17BT002
Oct 17, 20231 min read
Starboard highlighted Vertiv's (VRT)Quadrupled Share Price and Strong demand
Key Summary: On October 20, 2022, Starboard issued an investor presentation expressing concerns that the company, despite solid post-IPO...
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Ananthi.T 17BT002
Oct 10, 20232 min read
Galloway Capital raises concerns over Imperial Petroleum's (IMPP) shareholder value
Key Summary: On August 30, 2023, Galloway Capital Partners (2.3%) sent a letter to Imperial Petroleum's Board, expressing concern over a...
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Ananthi.T 17BT002
Sep 27, 20234 min read
Daniel M. Negari Proposed Acquisition and Alternative Value-Enhancement Strategies to the Board of Creative Media & Community Trust Corporation (CMCT)
Key Summary: On March 10, 2023, Daniel M. Negari and Michael R. Ambrose (5.4%) urged the company to sell a property for share buybacks...
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Ananthi.T 17BT002
Sep 26, 20234 min read
Republic First Bancorp (FRBK) and Norcross Braca Group Ink $75 Million Capital Raise Deal
Key Summary: In 2022, the Norcross Braca Group raised concerns about Republic First Bancorp’s leadership and stock performance, proposing...
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Ananthi.T 17BT002
Sep 22, 20232 min read
Oaktree Capital Group Holdings Plans Strategic Discussions to Enhance Shareholder Value at Indivior (INDV)
Key Summary: On October 4, 2024, Oaktree Capital Group Holdings (7%) intends to meet with the Board and management to explore strategies...
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Ananthi.T 17BT002
Sep 18, 20231 min read
Cannell Capital Proposed Board and Compensation Changes in Letter to Chairman and Interim CEO of Sportsman's Warehouse Holdings (SPWH)
Key Summary: On July 25, 2023, Cannell Capital (9.8%) criticized the company's performance, suggesting board changes and rejecting a...
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Ananthi.T 17BT002
Sep 15, 20231 min read
George Economou Submits Formal Notice to Nominate Director Candidate for Performance Shipping Inc (PSHG)
Key Summary: On August 31, 2023, George Economou (9.5%) accused the board of violating laws with a 2022 Exchange Offer, devaluing common...
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Ananthi.T 17BT002
Sep 15, 20232 min read
Investor Group and Research Solutions (RSSS) Reach Cooperation Agreement
Key Summary: On July 27, 2023, Peter Derycz and Bristol Fund (20.1%) aimed to enhance shareholder value, potentially nominating...
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Ananthi.T 17BT002
Sep 7, 20233 min read
Windward Management CIO expresses confidence in Groupon's (GRPN) turnaround efforts and valuation potential
Key Summary: On September 7, 2023, Marc Chalfin of Windward Management (9%) sent a letter to Groupon's CEO praising turnaround efforts,...
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Ananthi.T 17BT002
Sep 5, 20231 min read
Rscube Investment Pressures Staffing 360 Solutions (STAF) for Stockholder List
Key Summary: On September 5, 2023, Rscube Investment (15%) requested the Company's stockholder list for a potential stock sale, denied on...
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Ananthi.T 17BT002
Aug 29, 20231 min read
Chain of Lakes Investment Fund challenges PCTEL (PCTI) Board on shareholder value
Key Summary: On August 29, 2023, Chain of Lakes Investment Fund (8.7%) criticized the Board for failing to create shareholder value and...
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