Corre Partners Management increased its stake after reaching cooperation agreement with NN Inc
Market Cap: $47 million| NN, Inc., a diversified industrial company, designs and manufactures high-precision components and assemblies in...
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Value Investing
Kanmani Rex
May 4, 20232 min read
Primo Water announces agreement with Legion Partners
Market Cap: $2.3 billion | Primo Water Corporation provides pure-play water solutions for residential and commercial customers. ...
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Ananthi.T 17BT002
Apr 24, 20232 min read
Land & Buildings reached cooperation agreement with Ventas (VTR)
Key Summary: In Sep 2023, Land & Buildings criticized company underperformance, called for action. On Jan 11, 2024, Land & Buildings...
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Kanmani Rex
Mar 28, 20231 min read
Envestnet announces cooperation agreement with Impactive Capital
Market Cap: $3 billion| Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United...
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Kanmani Rex
Mar 21, 20231 min read
Velan Capital initiated active stake in Praxis Precision Medicines, Inc
Market Cap: $58 million | Praxis Precision Medicines, Inc., a clinical-stage biopharmaceutical company, develops therapies for central...
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Kanmani Rex
Mar 7, 20231 min read
Third Point secured a Board seat in Bath & Body Works
Market Cap: $8.9 billion | Bath & Body Works, Inc. operates a specialty retailer of home fragrance, body care, and soaps and sanitizer...
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Ananthi.T 17BT002
Feb 26, 20231 min read
Starboard reached agreement with Rogers Corp
Key summary: On Feb 6, 2023, Starboard nominated six directors to Rogers Corporation. On Feb 26, 2023, a settlement expanded the board...
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Ananthi.T 17BT002
Feb 22, 20232 min read
Indaba Capital Management reaches agreement with ON24 (ONTF)
Key Summary: Indaba Capital urges board action to boost stock price and oversight. In Feb 2024, Letter Agreement secures Ronald P....
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Kanmani Rex
Jan 13, 20232 min read
Trian Fund suggests The Wendy’s Company to buyback shares and declare dividends
Key Summary: On May 24, 2022, Trian Fund (19.4%) informed the Board of exploring a potential transaction, such as a merger or...
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Kanmani Rex
Nov 16, 20222 min read
Janus Henderson Group appoints replacement nominee of Trian Fund to the Board
Key Summary: In October 2020, Trian Fund Management disclosed a 9.9% activist stake, intending to discuss strategic combinations with the...
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Ananthi.T 17BT002
Oct 20, 20221 min read
Starboard believes there is substantial upside from its current price at Wix.com
Key summary: In Oct 2022: Starboard voiced concerns about stock price drop. Sees potential for significant upside if company improves...
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Kanmani Rex
Jul 27, 20221 min read
Inclusive Capital Partners secured a Board seat in Ingevity Corporation
Market Cap: $2.5 billion| Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials in North...
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Kanmani Rex
Jun 3, 20221 min read
Cannell Capital requested a Board seat in Neuronetics
Market Cap: $96 million| Neuronetics, Inc., a commercial stage medical technology company, designs, develops, and markets products for...
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Ananthi.T 17BT002
Apr 12, 20222 min read
TreeHouse Foods (THS) names Scott Ostfeld, JANA Partners' candidate to Board of Directors
Market Cap: $1.8 billion | TreeHouse Foods, Inc. operates as a consumer packaged food and beverage manufacturer in the United States and...
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Ananthi.T 17BT002
Mar 14, 20221 min read
Starboard secured a board seat in Green Dot Corp
Key summary: In March 2022, Mr. Feld from Starboard joined the Board of Green Dot Corporation. In the past, Harvest Capital nominated 3...
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Kanmani Rex
Mar 11, 20221 min read
Impactive Capital initiated discussions with SLM Corp
Market Cap: $4.8 billion | SLM Corporation, through its subsidiaries, originates and services private education loans to students and...
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Kanmani Rex
Jan 28, 20222 min read
SWK Holdings Corporation concludes review of Non-Binding Proposal from Carlson Capital
Market Cap: $249 million | SWK Holdings Corporation, offers specialty finance and asset management services in the United States ...
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Kanmani Rex
May 5, 20212 min read
Kanen Wealth Management/ Philotimo fund increased its stake after securing a Board seat in Build-A-Bear Workshop
Market Cap: $131 million| Build-A-Bear Workshop, Inc. operates as a specialty retailer of plush animals and related products. It operates...
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Kanmani Rex
Mar 12, 20211 min read
Carl C. Icahn increased his stake after securing Board seats in Bausch Health Companies
Market Cap: $12 billion | Bausch Health Companies Inc. develops, manufactures, and markets a range of pharmaceutical, medical device, and...
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Kanmani Rex
Mar 1, 20211 min read
Sarissa Capital increased its stake after securing a Board seat in Ironwood Pharmaceuticals
Market Cap: $1.5 billion | Ironwood Pharmaceuticals, Inc., a commercial biotechnology company, engages in the research, development,...
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