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...
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Value Investing
Kanmani Rex
Oct 11 min
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...
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Irudaya Raj
Sep 309 min
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...
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Kanmani Rex
Sep 281 min
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...
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Irudaya Raj
Sep 244 min
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...
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Ananthi.T 17BT002
Sep 234 min
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,...
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Ananthi.T 17BT002
Sep 231 min
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...
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Ananthi.T 17BT002
Sep 232 min
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...
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Ananthi.T 17BT002
Sep 231 min
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,...
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Snowball Research
Sep 231 min
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Kanmani Rex
Sep 231 min
Dream Chasers Capital Group to nominate 2 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...
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Irudaya Raj
Sep 235 min
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...
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Raghu Raman
Sep 221 min
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
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Ananthi.T 17BT002
Sep 202 min
Starboard Proposes Elimination of 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...
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Ananthi.T 17BT002
Sep 202 min
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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Ananthi.T 17BT002
Sep 182 min
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
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
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
Biglari Capital Corp nominated Board candidates to 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...
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