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Value Investing
Kanmani Rex
11 minutes ago1 min read
AJP Holding and Orbic North America plans to nominate five candidates to Sonim Technologies, Inc (SONM)
Key Summary: On March 21, 2025, AJP Holding and Orbic North America announced plans to nominate five candidates for the Board at the 2025...
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Kanmani Rex
8 hours ago1 min read
Lynrock Lake Engages Board on Stock Undervaluation and Strategic Initiatives at Teradata Corporation (TDC)
Key Summary: On March 21, 2025, Lynrock Lake (9.9%) discussed the stock's undervaluation with the board, advocating for better retention...
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Kanmani Rex
1 day ago1 min read
Carronade Capital Nominates Four Directors and Proposes Changes to Boost Cannae Holdings (CNNE) Shareholder Value
Key Summary: On March 20, 2025, Carronade Capital announced it would nominate four director candidates for Cannae’s 2025 Annual Meeting....
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Kanmani Rex
1 day ago1 min read
Engine Capital Urges Civeo (CVEO) Board to Implement Changes for 130% Stock Upside
Key Summary: On March 18, 2025, Engine Capital urged Civeo's Board to boost shareholder value by eliminating the dividend, repurchasing...
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Kanmani Rex
2 days ago1 min read
Vivo Capital Aligns with SAIF Partners in Requisition to Reshape Board of Sinovac Biotech Ltd (SVA)
Key Summary: On March 18, 2025, SAIF Partners IV L.P. (15%) submitted a requisition to remove certain directors and elect nine new...
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Kanmani Rex
3 days ago1 min read
Veradigm Inc. (MDRX) Appoints Jonathan Sacks of Stonehill to Board
Key Summary: On March 18, 2025, the board appointed Jonathan Sacks, a partner at Stonehill to the Board Market Cap: $543 million |...
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Kanmani Rex
3 days ago1 min read
Radoff/Torok Group reached an agreement with Alto Ingredients, Inc. (ALTO)
Key Summary: On March 17, 2025, Bradley L. Radoff and Michael Torok (the "Radoff/Torok Group") reached an agreement with the company ...
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Irudaya Raj
4 days ago7 min read
Starboard Delivers Letter To Autodesk Shareholders
Dear Fellow Shareholders, As you know, Starboard Value LP (together with its affiliates, “Starboard” or “we”) is a large shareholder of...
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Kanmani Rex
4 days ago1 min read
Late Apex Partners Issues Second Letter to Vail Resorts, Inc. (MTN)
Key Summary: On January 27, 2025, Late Apex Partners criticized Vail Resorts' performance under CEO Lynch, urging leadership changes and...
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Kanmani Rex
4 days ago1 min read
Askeladden Capital Management seeks action at AstroNova, Inc. (ALOT) to maximize shareholder value
Key Summary: On March 17, 2025, Askeladden Capital Management (9.3%) expressed disappointment in the company's performance and...
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Irudaya Raj
6 days ago39 min read
Letter from Edward Smolyansky to Lifeway Foods, Inc.
By COURIER AND EMAIL Lifeway Foods, Inc. 6431 West Oakton St. Morton Grove, Illinois 60053 Attention: Secretary Lifeway Foods, Inc. c/o...
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Irudaya Raj
6 days ago4 min read
Late Apex Partners, LLC Sent Second Letter To The Board Of Directors Of Vail Resorts, Inc
Vail Resorts, Inc. 390 Interlocken Crescent Broomfield, Colorado, 80021 Dear Members of the Board: We write to reiterate the numerous...
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Irudaya Raj
6 days ago3 min read
Edward Smolyansky Sent Letter to shareholders of Lifeway Foods, Inc.
Edward Smolyansky 1219 N Wells St Chicago, IL 60610 March 17, 2025 Dear Shareholders, Together, Ludmila Smolyansky and I are the...
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Kanmani Rex
Mar 142 min read
Whetstone Capital Advisors Announces Board Nominations for 2025 Annual Meeting at OptimizeRx Corporation (OPRX)
Key Summary: On March 6, 2025, Whetstone Capital Advisors (8.2%) provided written notice to the company of its intent to nominate Board...
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Kanmani Rex
Mar 141 min read
Baker Bros. Advisors secured Board seat in Replimune Group (REPL)
Key Summary: On March 5, 2025, Michael Goller, Baker Bros. Advisors. was appointed to the Board Market Cap: $886 million | Replimune...
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Irudaya Raj
Mar 126 min read
Ned Sherwood Sent A Letter To Shareholders Of Barnwell Industries Inc
To Our Fellow Stockholders of Barnwell Industries Stockholders: This Consent Statement and the enclosed BLUE consent card are being...
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Irudaya Raj
Mar 111 min read
Kent Lake Issues Investor Presentation Detailing Opposition to Quanterix’s Proposed Merger with Akoya Biosciences
Company Name: QUANTERIX CORP Symbol: QTRX Filing Date: Mar-11-2025 Filer Name: KENT LAKE PR LLC Source: https://www.sec.gov/Archives/edga...
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Irudaya Raj
Mar 108 min read
Deep Track Capital Sent Letter to Dynavax Technologies’ Board of Directors
Notes Investor Feedback Supporting Deep Track’s Course of Action and Sharing Concerns with Company’s Capital Allocation Strategy, Poor...
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Kanmani Rex
Mar 71 min read
Impactive Capital Initiates Discussions on Governance and Performance with Board of WEX Inc (WEX)
Key Summary: On March 6, 2025, Impactive Capital (6.7%) announced it has started discussions with the board and management regarding the...
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Kanmani Rex
Mar 63 min read
Ortelius Nominates Six Highly Qualified and Independent Candidates for Election to the Board of Brookdale Senior Living Inc. (BKD)
Key Summary: Ortelius Advisors, on March 5, 2025, nominated six new board candidates for Brookdale, citing concerns over...
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