Starboard Value LP Issues Detailed Investor Presentation On Salesforce, Inc.
Company Name: SALESFORCE, INC. Symbol: CRM Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com...
top of page
Value Investing
Irudaya Raj
Oct 212 min read
Osmium Partners Sent Letter To The Kirkland's, Inc
Kirkland's, Inc. Attn: Amy Sullivan, CEO 5310 Maryland Way Brentwood, TN 37027 Re: Beyond, Inc. $25 Million Investment in Kirkland's...
3 views0 comments
Kanmani Rex
Oct 191 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...
11 views0 comments
Kanmani Rex
Oct 191 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...
0 views0 comments
Irudaya Raj
Oct 114 min read
Murchinson Delivered A Letter To The Nano Dimension Ltd's Board Of Directors
Urgent October 9, 2024 Via Email Nano Dimension Ltd. 2 Ilan Ramon St. Ness Ziona 7403635 Israel Attention: Board of Directors (including...
3 views0 comments
Irudaya Raj
Oct 811 min read
Biglari Capital Corp Sent Letter to Shareholders of Cracker Barrel Old Country Store, Inc.
Dear Shareholders of Cracker Barrel Old Country Store Inc.: Through affiliated entities, we have been shareholders of Cracker Barrel...
4 views0 comments
Kanmani Rex
Oct 11 min read
TAFE Raises Governance and Operational Concerns on AGCO Corporation (AGCO)
Key Summary: On September 30, 2024, TAFE issued an open letter to shareholders voicing concerns over the company’s governance, capital...
1 view0 comments
Irudaya Raj
Sep 309 min read
TAFE sent letter to the shareholders of AGCO Corp
Fellow Shareholders, Tractors and Farm Equipment Ltd. (together with certain of its affiliates, “TAFE” or “we”) is the largest...
3 views0 comments
Kanmani Rex
Sep 281 min read
JANA Partners and Cannae Holdings Disclose 6.4% Stake and Engage in Discussions with Rapid7, Inc (RPD)
Key Summary : On September 27, 2024, JANA Partners and Cannae Holdings disclosed a 6.4% stake and reported discussions with the Board and...
7 views0 comments
Irudaya Raj
Sep 244 min read
Elliott Sent Second Open Letter to Southwest’s Shareholders
Declares Intent to Call a Special Meeting in Coming Weeks, Given Urgent Need for Leadership Change Southwest’s Use of “False Record...
2 views0 comments
Ananthi.T 17BT002
Sep 234 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,...
22 views0 comments
Ananthi.T 17BT002
Sep 231 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...
5 views0 comments
Ananthi.T 17BT002
Sep 232 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...
2 views0 comments
Ananthi.T 17BT002
Sep 231 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,...
2 views0 comments
Snowball Research
Sep 231 min read
sdfasdf
his post is for paid subscribers sdfrasdfasdfasdfsadf lkmjbkjbkjk
0 views0 comments
Kanmani Rex
Sep 231 min read
Dream Chasers Capital Group nominated two directors to Carver Bancorp, Inc (CARV)
Key Summary: On July 23, 2024, Dream Chasers Capital Group LLC (5%) stated that it was nominating two new directors to the board and...
4 views0 comments
Irudaya Raj
Sep 235 min read
Michael Porcelain Sent Letter to Comtech's Stockholders
Issue Open Letter to Comtech Stockholders Advocating for an Independent Evaluation of Strategic Options for Comtech’s 911 Public Safety...
1 view0 comments
Raghu Raman
Sep 221 min read
Short Notes on Y Combinator-Backed Bedrock AI / Hudson Lab
Y Combinator is a major player in the tech industry, having invested in over 5,000 companies since 2005 with a combined valuation exceeding
8 views0 comments
Ananthi.T 17BT002
Sep 202 min read
Starboard Gains Support from Proxy Advisors for 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...
4 views0 comments
bottom of page