Michael Porcelain nominated director candidates to Comtech Telecommunications Corp (CMTL)
Key Summary: On September 13, 2024, Michael Porcelain nominated a slate of eight director candidates, including himself, for election to...
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Value Investing
Ananthi.T 17BT002
Sep 182 min read
Starboard Value reached agreement with Algonquin Power & Utilities (AQN)
Key Summary: On July 6, 2023, Starboard urged sale of Algonquin's renewable business to reduce leverage, enhance EPS, and align dividend...
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Ananthi.T 17BT002
Sep 175 min read
Politan nominees were elected to the Board of Masimo (MASI)
Key Summary: In September 2022, Politan Capital Management raised governance and board representation issues with Masimo's CEO, leading...
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Ananthi.T 17BT002
Sep 161 min read
Deep Track Capital Plans Discussions on Dynavax Technologies Corporation's (DVAX) Performance and Governance
Key Summary: On September 16, 2024, Deep Track Capital (9.6%) announced plans to discuss the company's performance, governance...
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Ananthi.T 17BT002
Sep 162 min read
Biglari Capital Corp issued a presentation on Cracker Barrel Old Country Store (CBRL)
Key Summary: On August 16, 2024, Biglari Capital Corp (9%) nominated Board candidates to Cracker Barrel Old Country Store, Inc. Market...
6 views0 comments
Ananthi.T 17BT002
Sep 113 min read
Ted D. Kellner nominates Board candidates to AIM ImmunoTech Inc (AIM)
Key Summary: On August 14, 2024, Mr. Kellner announced plans to nominate himself, Mr. Deutsch, and Mr. Chioini for the 2024 board...
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Ananthi.T 17BT002
Sep 102 min read
Gates Capital Management Intends To Vote Against The Current CSG Proposal at Vista Outdoor Inc (VSTO)
Key Summary: On November 22, 2023, Colt CZ proposed a strategic combination with Vista Outdoor valuing the company at $30.00 per share...
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Raghuraman
Sep 101 min read
Why Investors Value Commercial Banks Over Mortgage Banks: Insights from Roaring Blue Lion Capital
Roaring Blue Lion’s November 2017 letter explains why commercial banks are valued at a premium over mortgage banks
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Ananthi.T 17BT002
Sep 103 min read
Southwest (LUV) Enters Agreement with Elliott, Expanding Board with 6 New Directors
Key Summary: On July 8, 2024, Elliott Investment Management L.P. called for a leadership overhaul at Southwest Airlines due to ongoing...
3 views0 comments
Ananthi.T 17BT002
Sep 91 min read
Mehran Nia Announces Plan to Nominate New Directors for CarParts.com (PRTS) Board
Key Summary: On September 9, 2024, Mehran Nia announced his intent to nominate new directors for CarParts.com ’s 2025 board election,...
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Raghu Raman
Sep 95 min read
Starboard Value LP sent Letter To The Shareholders Of News Corp
Dear Fellow Shareholders, Starboard Value LP (together with its affiliates, “Starboard” or “we”) is a large shareholder of News...
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Irudaya Raj
Sep 91 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Dear Board of Directors of CarParts.com, Inc. (Nasdaq:PRTS), David Meniane Warren B. Phelps III Henry Maier Dr. Lisa Costa Nanxi Liu Jay...
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Irudaya Raj
Sep 97 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Mehran Nia letter to Board of Directors, August 21, 2024 Dear Members of the Board, David Meniane Warren B. Phelps III Henry Maier Dr....
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Irudaya Raj
Sep 96 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Mehran Nia letter to Board of Directors, April 15, 2024 CarParts.com Co-founder Advocates for Board Intervention to Halt Business Decline...
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Ananthi.T 17BT002
Sep 61 min read
GP Parties signed a Cooperation Agreement with IZEA Worldwide, Inc (IZEA)
Key Summary: On September 6, 2024, GP Parties signed a Cooperation Agreement with the company. Market Cap: $40 million| IZEA Worldwide,...
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Irudaya Raj
Sep 68 min read
Politan Provides Update on Why Masimo Shareholders Should Support Urgently Needed Board Change at Company’s 2024 AGM
Sends Letter to Shareholders Reiterating Why Voting for Both Politan’s “Highly Credible and Capable” Nominees Is Essential in Order to...
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Irudaya Raj
Sep 55 min read
Riot Issues Open Letter to Fellow Bitfarms Shareholders Ahead of Upcoming Special Meeting
Details the Need for Further Change at Bitfarms in Order to Fix Broken Governance and Enhance Value for All Shareholders Reduces Proposed...
1 view0 comments
Ananthi.T 17BT002
Sep 42 min read
GAMCO Opposes Dril-Quip's (DRQ) Merger with Innovex
Key Summary: On August 7, 2024, GAMCO sent a letter to the Chairman, stating it will vote “Against” the merger with Innovex Downhole...
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Irudaya Raj
Sep 42 min read
Alejandro Weinstein Sent Letter to the Board of Directors of Procaps Group, S.A.
To: The Board of Directors of Procaps Group, S.A. (the “Board”) Procaps Group, S.A 9, rue De Bitbourg L-1273 Luxembourg Grand Duchy of...
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Ananthi.T 17BT002
Sep 31 min read
Hoche Partners Criticizes Procaps (PROC) for Delayed Disclosures and Management Issues
Key Summary: On September 3, 2024, Hoche Partners criticized Procaps Group's press release for delaying disclosures, manipulating...
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