Alerts & Insights from 8-K filings - November 2025
December 10, 2025
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
December 9, 2025
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
November supporting documents
November 11, 2025
Alan Gould
October 17, 2025
October 2025
October 9, 2025
The Fishing Concept of “Catching Some, Not All”
September 11, 2025
Media Ad-tech & non-media ad-tech valuation: Innovid Corp, LiveRamp, Double Verify, IAS, The Trade Desk, Zeta, Viant, Nexxen, Magnite, Taboola, PubMatic, Outbrain, Criteo, AppLovin, Unity, Digital Turbine, Roku
September 10, 2025
Rough notes
September 9, 2025
Fake citations, real consequences — a cautionary tale for investment professionals
July 17, 2025
Cracker Barrel’s controversial bylaw amendments: Challenging the board twice is fine — but two failed campaigns could come with a $5 million bill
July 3, 2025
Cracker Barrel amended its bylaws to deter repeat proxy fights. Activists who lose twice in five years may face up to $5M in reimbursement costs. Nominees with under 25% support face time bans. The move targets repeat challengers like Sardar Biglari after years of contested elections.
AI for Investment Research - NotebookLM
July 3, 2025
Use Google NotebookLM for smarter investment research. It searches uploaded documents by concept, not just keywords—ideal for analyzing 10-Ks, SEC filings, and earnings calls. Boost accuracy, save time, and stay organized with AI-powered insights.
AI for Investment Research - NotebookLM
July 3, 2025
Use Google NotebookLM for smarter investment research. It searches uploaded documents by concept, not just keywords—ideal for analyzing 10-Ks, SEC filings, and earnings calls. Boost accuracy, save time, and stay organized with AI-powered insights.
klsdjflsk
July 3, 2025
klsdjflsk
July 3, 2025
activistletters
Activist letters & Presentations
April 15, 2025