Alerts & Insights from 8-K filings - November 2025
Table of content
I.STRATEGIC ALTERNATIVES/DIVESTMENT
ELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32%
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
November supporting documents
What prevents major coal mining companies from entering into Activate carbonWhat prevents major coal mining companies from entering into Activate
Alan Gould
Mr. Gould- Thank you for taking the time to download and read the report.
Snowball Research - Monthly report -
October 2025
The Fishing Concept of “Catching Some, Not All”
When people fish, the goal is rarely to pull everything from the water. Instead, fishermen use methods that selectively catch
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
Rough notes
Fake citations, real consequences — a cautionary tale for investment professionals
So I came across this quirky legal news story: A big law firm accidentally cited the wrong author and title
Cracker Barrel’s controversial bylaw amendments: Challenging the board twice is fine — but two failed campaigns could come with a $5 million bill
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
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
activistletters
Activist letters & Presentations
shortexit
CEO & CFO exit under 15 months
💡The table below lists companies that have undergone CEO and CFO changes within the past two years.
Note: (a) Market
newceo
New CFO Appointments
Date
Company Name
Ticker
M.Cap
CFO Name
Type
11/3/2025
Pedevco Corp
PED
57
Robert "Bobby"
newceo
New CEO Appointment
Date
Company Name
Ticker
M.Cap
CEO Name
Type
11/3/2025
Resources Connection, Inc.
RGP
156
Roger Carlile
CEO
shortexit
Short-tenure exits
The table highlights CEOs and CFOs who resigned after short tenures—such departures may indicate internal challenges or strategic shifts.
activistletters
Bradley L. Radoff Sent Letter to Atea’s Stockholders
Source:
https://www.sec.gov/Archives/edgar/data/1380585/000092189525000883/dfan14a09076068_03262025.htm
The Radoff-JEC Group Nominates Three Highly Qualified
books,now,hash-timeline,hash-gallery