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Value Investing

Kanmani Rex
Jan 21 min read
Baron Capital Group opposes the proposed "going private" transaction of FIGS, Inc (FIGS)
Key Summary: On December 31, 2024, Baron Capital Group (18%) opposes the proposed "going private" transaction of the company. Market...
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Ananthi.T 17BT002
Dec 30, 20247 min read
13D weekly report - Dec 23, 2024 to Dec 27, 2024
INDEX Sherborne Investors Amends Agreement with Navient Corp (NAVI) Wynnefield Group's Director Nominees were elected to the Board of...
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Kanmani Rex
Dec 28, 20242 min read
Sherborne Investors Amends Agreement with Navient Corp (NAVI)
Key Summary: Sherborne Investors Management disclosed a 6.8% stake in March 2022, engaging with the company on capital allocation,...
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Ananthi.T 17BT002
Dec 23, 202415 min read
13D weekly report - Dec 16, 2024 to Dec 20, 2024
INDEX Dr. Hou Challenges Mo Chen’s Control, Calls for Liquidation at TuSimple Holdings (TSP) Marlton Partners L.P. Open Letter to...
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Kanmani Rex
Dec 20, 20241 min read
Goodwood Inc. Demands Strategic Overhaul and Board Restructuring at COSCIENS Biopharma Inc (CSCI)
Key Summary: On December 19, 2024, Goodwood Inc. urged the Board to cut excessive R&D spending, adopt a sustainable strategy, and...
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Kanmani Rex
Dec 18, 20242 min read
Marlton Partners Comments on Source Capital Proposal to Merge with 180 Degree Capital Corporation (TURN)
Key Summary: On December 17, 2024, Marlton Partners criticized TURN’s -37.3% NAV decline since 2017 and a 26% NAV discount, urging...
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Ananthi.T 17BT002
Dec 16, 202416 min read
13D weekly report - Dec 09, 2024 to Dec 13, 2024
INDEX Barington Capital Group and Thor Equities issued an investor presentation on Macy's, Inc (M) Barington Capital Group sends letter...
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Kanmani Rex
Dec 16, 20241 min read
BML Investment Partners Urges Strategic Alternatives at Atea Pharmaceuticals, Inc (AVIR)
Key Summary: On December 13, 2024, BML Investment Partners (8.1%) urged the Board to pursue a strategic partner or explore other...
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Ananthi.T 17BT002
Dec 16, 20242 min read
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
Key Summary: On December 13, 2024, GAMCO sent a presentation to the company's directors, outlining its views on unlocking value within...
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Kanmani Rex
Dec 14, 20242 min read
Alta Fox Capital Urges Shareholders to Vote Against Reincorporation Proposal at Daktronics (DAKT)
Key Summary: Alta Fox Capital (11.7%) has criticized Daktronics’ governance and underperformance, citing nepotism and poor leadership...
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Kanmani Rex
Dec 14, 20241 min read
Q Investments Demands Strategic and Leadership Reforms at ModivCare (MODV)
Key Summary: Between December 11-13, 2024, Q Investments urged the board to address management turnover, poor communication, and...
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Kanmani Rex
Dec 14, 20242 min read
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
Key Summary: On December 13, 2024, GAMCO sent a presentation to the company's directors, outlining its views on unlocking value within...
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Kanmani Rex
Dec 12, 20241 min read
DOMA Perpetual Capital Management Announces Intent to Nominate Director Candidates to Pacira BioSciences, Inc. (PCRX)
Key Summary: On December 11, 2024, DOMA Perpetual Capital Management (4.14%) announced its intent to nominate four independent director...
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Kanmani Rex
Dec 11, 20242 min read
ISS, Glass Lewis and Egan-Jones Recommend Matthews International (MATW) Shareholders Vote Barington Capital’s GOLD Proxy Card “FOR” ALL of Barington Capital’s Nominees
Key Summary: On December 10, 2024, Barington Capital Group (2%) called for replacing Matthews International CEO Joseph Bartolacci over 18...
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Ananthi.T 17BT002
Dec 9, 202412 min read
13D weekly report - Dec 02, 2024 to Dec 06, 2024
INDEX Global Value Investment Corp desires for Board representation on Fluent Inc (FLNT) JCP Investment Management entered into a...
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Kanmani Rex
Dec 9, 20241 min read
Starboard Value reaches agreement with Healthcare Realty Trust Incorporated (HR)
Key Summary: On December 8, 2024, Starboard Value LP (5.6%) reached an agreement with the company to replace three directors with its...
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Kanmani Rex
Dec 5, 20242 min read
JCP Investment Management entered into a Cooperation Agreement with Red Robin Gourmet Burgers, Inc (RRGB)
Key Summary: On December 3, 2024, JCP Investment Management (10.7%) entered a Cooperation Agreement with the company, appointing James C....
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Kanmani Rex
Dec 4, 20241 min read
Global Value Investment Corp secured Board representation in Fluent Inc (FLNT)
Key Summary: On December 3, 2024, Global Value Investment Corp (15%) expressed an interest to the company in obtaining board...
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Ananthi.T 17BT002
Dec 2, 202418 min read
13D weekly report - Nov 25, 2024 to Nov 29, 2024
INDEX Investor Group Plans 24.9% Stock Purchase and Board Nominations at Farmers and Merchants Bancshares, Inc (FMFG) for 2025 Sincerity...
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Kanmani Rex
Nov 28, 20241 min read
Investor Group Plans 24.9% Stock Purchase and Board Nominations at Farmers and Merchants Bancshares, Inc (FMFG) for 2025
Key Summary: On November 27, 2024, Barry J. Renbaum and Carol E. Renbaum (the "Investor Group") confirmed their intent to purchase 24.9%...
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