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Value Investing
Irudaya Raj
5 days ago2 min read
Barington Capital Group Calls On The Board Of Directors Of Trimas Corporation To Retain A Financial Advisor To Pursue Strategic Alternatives For The Company
Mr. Herbert K. Parker Chairman of the Board TriMas Corporation 38505 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Dear Herbert,...
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Irudaya Raj
Jan 62 min read
Gate City Capital Management, LLC Sent Letter To Intrepid Potash Inc.
Barth Whitham Chairman of the Board Intrepid Potash Inc. 707 17th Street, Suite 4200 Denver, Colorado 80202 Dear Mr. Whitham, Gate City...
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Irudaya Raj
Jan 23 min read
Fund 1 Investments, LLC Sent Letter To Vera Bradley, Inc.
Vera Bradley, Inc. 12420 Stonebridge Road Roanoke, Indiana 46783 Attention: Robert Hall cc: Board of Directors Bob, Fund 1 Investments...
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Irudaya Raj
Dec 31, 20243 min read
BML Investment Partners, L.P. Sent Letter To The Board Of Aadi Bioscience, Inc.
December 31, 2024 Board of Directors Aadi Biosciences, Inc. 17383 Sunset Boulevard Suite A250 Pacific Palisades, CA 90272 Dear Directors,...
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Irudaya Raj
Dec 31, 20243 min read
Bamco Inc Sent Letter To Figs, Inc.
Dear Members of the Board of Directors: Baron Capital Group, Inc. (together with its affiliated investment vehicles, "Baron," "we," or...
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Irudaya Raj
Dec 23, 20245 min read
Fund 1 Investments, LLC Delivered A Letter To Lionel F. Conacher, Chairman Of Board Of The Destination XL Group, Inc.
Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 Attn: Lionel F. Conacher, Chairman of the Board Lionel: Fund 1...
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Irudaya Raj
Dec 20, 20244 min read
Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.
COSCIENS Biopharma Inc. 222 Bay Street, Suite 3000 Toronto, ON M5K 1E7 Attn: Board of Directors Dear Directors: As you know, Goodwood...
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Irudaya Raj
Dec 19, 20244 min read
Stadium Capital Proposes Pat Hopf and Gary Fazio as Executive Chair and Senior Advisor to Sleep Number’s Board
Issues Letter to Sleep Number Shareholders Detailing How Stadium Capital’s Path Forward is Superior to the Board’s Current Course of...
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Irudaya Raj
Dec 18, 20246 min read
JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings
Board of Directors Lamb Weston Holdings, Inc. 599 S. Rivershore Lane Eagle, ID 83616 Board of Directors, JANA Partners (“JANA,” “we” or...
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Irudaya Raj
Dec 17, 20244 min read
Marlton Partners L.P. Open Letter to Shareholders of 180 Degree Capital Corp.
Dear Fellow Shareholders, Since Kevin Rendino became the Chair and CEO of 180 Degree Capital Corp. (“TURN” or “Company”) in 2017, net...
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Irudaya Raj
Dec 16, 20242 min read
BML Investment Partners, L.P. Sent A Letter To The Board Of Directors Of Atea Pharmaceuticals, Inc.
Board of Directors Atea Pharmaceuticals, Inc. c/o Andrea Corcoran, Chief Financial Officer 225 Franklin Street, Suite 2100 Boston,...
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Irudaya Raj
Dec 13, 20242 min read
Q Global Capital Management, L.P. Sent A Letter To The Board Of Directors Of Modivcare Inc
Dear Members of the ModivCare Board: Currently, affiliates of Q Investments, L.P. directly hold approximately 14% of the Company’s...
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Irudaya Raj
Dec 13, 20241 min read
Gamco Investors, Inc. Issues Detailed Investor Presentation On Myers Industries Inc
Company Name: MYERS INDUSTRIES INC Symbol: MYE Filing Date: Dec-13-2024 Filer Name: GAMCO INVESTORS, INC. ET AL Source:...
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Irudaya Raj
Dec 12, 20243 min read
Stadium Capital Management Urges Sleep Number’s Board of Directors to Respect Shareholders’ Calls for Boardroom Changes
Calls on Long-Tenured Directors Stephen Gulis, Michael Harrison, Shelly Ibach, Brenda Lauderback and Barbara Matas to Respect the Will of...
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Irudaya Raj
Dec 11, 20241 min read
Alta Fox Opportunities Fund, LP Issues Detailed Investor Presentation On Daktronics Inc
Company Name: DAKTRONICS INC /SD/ Symbol: DAKT Filing Date: Dec-11-2024 Filer Name: ALTA FOX OPPORTUNITIES FUND, LP Source:...
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Irudaya Raj
Dec 10, 20249 min read
Barington Capital Group Sends Letter To Chairman Of The Board Of Matthews International Highlighting Urgent Need For New Leadership
December 10, 2024 Mr. Alvaro Garcia-Tunon Chairman of the Board of Directors Matthews International Corporation Two NorthShore Center...
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Irudaya Raj
Dec 9, 20241 min read
Nut Tree Capital Management L.P. Issues Detailed Investor Presentation On Martin Midstream Partners L.P.
Company Name: MARTIN MIDSTREAM PARTNERS L.P. Symbol: MMLP Filing Date: Dec-09-2024 Filer Name: NUT TREE CAPITAL MANAGEMENT, LP Source:...
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Irudaya Raj
Dec 9, 20244 min read
Barington Capital Group Calls On Macy’s To Make Changes To Its Capital Allocation Plan To Improve Shareholder Value
Believes Macy’s Shares are Undervalued and Do Not Reflect the Upside Potential in its Strategic Plan or the Attractiveness of its Luxury...
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Irudaya Raj
Dec 9, 20241 min read
Barington Capital Group LP Issues Detailed Investor Presentation On Macy's, Inc.
Company Name: MACY'S, INC. Symbol: M Filing Date: Dec-09-2024 Filer Name: BARINGTON CAPITAL GROUP LP Source: https://img1.wsimg.com/blobb...
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Irudaya Raj
Dec 2, 20246 min read
Stadium Capital Management Nominates Four Exceptionally Qualified Director Candidates to Sleep Number’s Board of Directors
Slate Includes Sleep Number’s Former Chairman and Interim CEO and Director Candidates with Significant Shareholdings, Capital Allocation...
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