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Value Investing

Kanmani Rex
Jan 281 min read
Biglari Capital Corp. Announces Plans for Engagement with El Pollo Loco Holdings, Inc (LOCO)
Key Summary: On January 27, 2025, Biglari Capital Corp (15%) stated its plans to engage with the Board and management on profitable...
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Irudaya Raj
Jan 283 min read
Ned Sherwood Sent A Letter To The Board Of Directors Of Barnwell Industries Inc
Dear Barnwell Industries Shareholders: In a remarkable development, yesterday, BRN announced a shareholder rights plan. Make no mistake,...
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Snowball Research
Jan 276 min read
13D weekly report - Jan 20, 2024 to Jan 24, 2025
INDEX Neuberger Entities and Enviri Corporation (NVRI) reached an agreement to Appoint New Board Candidates Clearway Capital's Gonzalo...
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Kanmani Rex
Jan 223 min read
Ned L. Sherwood submitted a slate of five director nominees to Barnwell Industries' (BRN)
Key Summary: On January 27, 2021, Barnwell settled with MRMP to re-nominate board representatives. MRMP planned a proxy contest in 2022,...
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Kanmani Rex
Jan 221 min read
Neuberger Entities and Enviri Corporation (NVRI) reached an agreement to Appoint New Board Candidates
Key Summary: On January 17, 2025, the Neuberger Entities and the company signed a Cooperation Agreement to select two new Qualified...
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Snowball Research
Jan 221 min read
Engine Capital LP: Activist Profile
Engine Capital is a value-oriented, special situations investment fund based in New York, launched in 2013, that invests both actively...
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Snowball Research
Jan 221 min read
Ecor1 Capital LLC: Activist Profile
EcoR1 Capital is a San Francisco-based fundamental biotechnology-focused investment advisory firm, active in private equity and hedge...
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Snowball Research
Jan 2212 min read
13D weekly report - Jan 13, 2024 to Jan 17, 2025
INDEX Beaver Hollow Wellness nominated director candidates to Servotronics (SVT) QXO Proposes to Acquire Beacon Roofing Supply for...
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Snowball Research
Jan 222 min read
Edenbrook Capital LLC: Activist Profile
The advisory business focuses on providing investment services to a variety of clients, including institutions, pension plans, family...
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Irudaya Raj
Jan 221 min read
Barington Capital Group, L.P. Issues Detailed Investor Presentation On Matthews International Corp
Company Name: MATTHEWS INTERNATIONAL CORP Symbol: MATW Filing Date: Jan-22-2025 Filer Name: BARINGTON CAPITAL GROUP, L.P. Source:...
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Snowball Research
Jan 222 min read
Elliott Investment Management LP: Activist Profile
Founded in 1977, Elliott Investment Management L.P. (together with its affiliates, “Elliott”) is one of the oldest investment managers...
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Snowball Research
Jan 211 min read
Arena Investors LP: Activist Profile
Arena Investors is an institutional asset manager that provides creative solutions for those seeking capital in special situations. The...
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Snowball Research
Jan 211 min read
Deep Track Capital LP
Deep Track Capital is a Greenwich, Connecticut-based investment firm focused exclusively on the life sciences industry. The firm develops...
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Snowball Research
Jan 212 min read
Bleichroeder LP: Activist Profile
Bleichroeder LP , established in 2019 by Andrew Gundlach and Michael Kellen , is an investment advisory firm serving affluent...
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Snowball Research
Jan 211 min read
Cove Street Capital LLC: Activist Profile
Cove Street Capital, LLC (CSC) is a Los Angeles-based, SEC-registered investment adviser founded by veteran value investor Jeffrey...
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Snowball Research
Jan 211 min read
D1 Capital Partners LP: Activist Profile
D1 Capital Partners L.P. is a global investment firm that deploys capital in both public and private markets. D1 was founded in July 2018...
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Snowball Research
Jan 211 min read
Corvex Management LP: Activist Profile
Corvex Management LP is an asset management firm founded by Keith Meister in December 2010. The fund engages in fundamental value-based...
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Snowball Research
Jan 211 min read
Caligan Partners LP: Activist Profile
Founded in 2017, Caligan Partners is a prominent specialty hedge fund based in New York, led by David Johnson. The fund specializes in...
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Snowball Research
Jan 212 min read
Vector Capital Management LP: Activist Profile
Since 1997, Vector Capital Management, L.P. has partnered with management teams to transform and grow technology businesses. Its...
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Snowball Research
Jan 212 min read
Coliseum Capital Management LLC: Activist Profile
Founded in November 2005 by Adam Gray and Christopher Shackelton, Coliseum Capital Management is a Connecticut-based hedge fund...
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