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Weekly Compilation of Fund Letters - week ended June 13, 2025
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Weekly Compilation of Fund Letters - week ended June 6, 2025
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Weekly Compilation of Fund Letters - week ended May 23, 2025
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Weekly Compilation of Fund Letters - week ended May 16, 2025
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Weekly Compilation of Fund Letters - week ended May 2, 2025
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Weekly Compilation of Fund Letters- week ended Apr 25, 2025
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Weekly Compilation of Fund Letters - week ended Apr 18, 2025
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Weekly Compilation of Fund Letters - week ended Apr 11, 2025
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Weekly Compilation of Fund Letters - week ended Apr 4, 2025
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Weekly Compilation of Fund Letters- week ended Mar 28, 2025
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Weekly Compilation of Fund Letters - week ended Mar 14, 2025
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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.