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Value Investing
Ananthi.T 17BT002
May 17, 20233 min read
Star Equity Fund Reacts to Second Consecutive Adjournment of the Firsthand Technology Value Fund (SVVC) Annual Meeting
Key Summary: On November 25, 2022, Star Equity Fund (5.08%) expressed plans to discuss board composition, corporate governance, and...
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Ananthi.T 17BT002
May 15, 20232 min read
Cutera (CUTR) announced agreements with Pura Vida and RTW Investments; Voce Capital terminated its proxy solicitation
Key Summary: Cutera, Inc. ($280M market cap) faced a leadership dispute in April 2023, with Voce Capital and CEO Mowry seeking to remove...
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Kanmani Rex
May 4, 20232 min read
Primo Water announces agreement with Legion Partners
Key Summary: On March 6, 2023, Legion Partners (1.5%) called for the appointment of four nominees to the board to address the company's...
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Ananthi.T 17BT002
May 1, 20232 min read
Mill Road Capital Reached an Agreement with Natural Gas Services Group (NGS)
Key Summary:Â On April 28, 2023, Natural Gas Services Group agreed to appoint Mill Road Capital's nominees, Justin C. Jacobs and Donald J....
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Ananthi.T 17BT002
Apr 24, 20232 min read
Land & Buildings reached cooperation agreement with Ventas (VTR)
Key Summary: In Sep 2023, Land & Buildings criticized company underperformance, called for action. On Jan 11, 2024, Land & Buildings...
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Ananthi.T 17BT002
Apr 17, 20232 min read
Purple Innovation (PRPL)Announces Cooperative Framework with Coliseum Capital
Key Summary: Purple Innovation ($236M market cap) rejected Coliseum Capital's $4.35/share acquisition offer in 2023, leading to a...
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Ananthi.T 17BT002
Apr 17, 20232 min read
Shah Capital Management Roadmap to $100 Share Price at Veon Ltd (VEON)
Key Summary: Shah Capital (5.01% stake) criticizes VEON's underperformance despite selling Russian assets, solid results, and lifted...
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Ananthi.T 17BT002
Apr 14, 20234 min read
Weiss Asset Management secured a board seat in INNOVIVA, INC. (INVA)
Key Summary: Innoviva, Inc. focuses on biopharmaceuticals with a $1.2B market cap. Weiss Asset Management joined the board in 2023. In...
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Kanmani Rex
Apr 10, 20231 min read
Saga Communications (SGA) recommended TowerView candidate to the board
Key Summary: On April 7, 2023, the board recommended that Michael W. Schechter be elected to the Board at the company’s upcoming annual...
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Kanmani Rex
Apr 3, 20232 min read
Ancora Advisors reaches agreement with Ampco-Pittsburgh Corporation (AP)
Key Summary: Ancora Advisors, with a 5.6% stake, advocated for improved capital allocation, asset divestitures, strategic reviews, and...
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Ananthi.T 17BT002
Mar 27, 20231 min read
GM Holdings provided its nomination notice to Lithium Americas Corp (LAC)
Key Summary: Lithium Americas Corp. (M.Cap: $3.2B) received GM Holdings' (9.99%) nomination for Board election under the Investor Rights...
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Kanmani Rex
Mar 21, 20231 min read
Velan Capital initiated active stake in Praxis Precision Medicines, Inc
Key Summary: On March 20, 2023, Velan Capital disclosed 9.9% and stated that it intended to engage in communications with the board and...
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Ananthi.T 17BT002
Feb 26, 20231 min read
Starboard reached agreement with Rogers Corp
Key summary: On Feb 6, 2023, Starboard nominated six directors to Rogers Corporation. On Feb 26, 2023, a settlement expanded the board...
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Ananthi.T 17BT002
Feb 22, 20232 min read
Indaba Capital Management reaches agreement with ON24 (ONTF)
Key Summary: Indaba Capital urges board action to boost stock price and oversight. In Feb 2024, Letter Agreement secures Ronald P....
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Ananthi.T 17BT002
Dec 19, 20224 min read
Land & Buildings Calls on Apartment Investment & Management (AIV) to Immediately Pursue a Full Company Sale Process and Highlights Significant Upside to Current Share Price
Key Summary:Â Aimco, a $1.2B REIT, faced activist pressure from Land & Buildings (L&B). In 2020, L&B opposed Aimco's spin-off into AIR and...
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Kanmani Rex
Dec 8, 20221 min read
TowerView sent a letter to the Board of StealthGas Inc (GASS)
Key Summary: TowerView (5.2%) urged the Board on December 7, 2022, to consider liquidating assets and returning capital to shareholders....
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Kanmani Rex
Nov 16, 20222 min read
Janus Henderson Group appoints replacement nominee of Trian Fund to the Board
Key Summary: In October 2020, Trian Fund Management disclosed a 9.9% activist stake, intending to discuss strategic combinations with the...
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Ananthi.T 17BT002
Nov 14, 20221 min read
Edenbrook Capital Initiated Discussions with Magnite Inc (MGNI)
Key Summary:Â On November 10, 2022, Edenbrook Capital (5.17%) initiated discussions with Magnite's management and Board on business...
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Ananthi.T 17BT002
Oct 31, 20222 min read
Rubric Capital Management Reaches Agreement with Mereo BioPharma Group (MREO)
Key Summary: Rubric Capital (14.32%) criticized Mereo's governance, urging cost optimization, asset review, and winding down clinical...
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Ananthi.T 17BT002
Oct 20, 20221 min read
Starboard believes there is substantial upside from its current price at Wix.com
Key summary: Â In Oct 2022: Starboard voiced concerns about stock price drop. Sees potential for significant upside if company improves...
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