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Value Investing
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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Irudaya Raj
Nov 29, 202410 min read
Nut Tree And Caspian Issued The Letter To The Martin Midstream's Unitholders
November 29, 2024 Dear MMLP Unitholders, Nut Tree Capital Management L.P. (“Nut Tree”) and Caspian Capital L.P. (“Caspian”), together...
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Irudaya Raj
Nov 27, 20247 min read
Vote for Kellner Group Nominees Now for Desperately Needed Change before it is Too Late
November 27, 2024 Dear AIM Stockholders: Ted Kellner, as the nominating stockholder and a nominee, together with his other nominees, Todd...
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Irudaya Raj
Nov 26, 20242 min read
Urgent Call to Expose and Address Fraudulent Activities by Chairman Kenneth Maciora
Dear Fellow Shareholders, This communication is being filed to bring to your urgent attention certain activities and behaviors by Stevia...
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Irudaya Raj
Nov 25, 20249 min read
Stadium Capital Management Issues Letter to Sleep Number Shareholders Regarding the Need for a Reconstituted Board and Independent CEO Search
Calls on Sleep Number to Collaborate with its Largest Shareholder to Add New Directors to the Board, Appoint an Executive Chairman and...
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Irudaya Raj
Nov 22, 20241 min read
Wynnefield Capital Issues Detailed Investor Presentation On Techprecision Corp
Company Name: TECHPRECISION CORP Symbol: TPCS Filing Date: Nov-22-2024 Filer Name: WYNNEFIELD PARTNERS SMALL CAP VALUE LP I Source:...
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Irudaya Raj
Nov 20, 20244 min read
Ned Sherwood Sent A Letter To The Board Of Directors Of Navios Maritime Partners L.P.
November 20, 2024 Dear Ms. Frangou and NMM Board of Directors, It has been almost one year since my November 28, 2023 13-D filing. I have...
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Irudaya Raj
Nov 14, 20243 min read
Biglari Capital Corp. Issues Letter to Shareholders of Cracker Barrel Old Country Store, Inc.
Dear Shareholders of Cracker Barrel Old Country Store Inc.: If you had $100 in Cracker Barrel stock in January 2019, five years later it...
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Irudaya Raj
Nov 13, 20243 min read
Steel Connect, Inc. Sent A Letter To The Board Of Directors DMC Global Inc.
November 13, 2024 Board of Directors DMC Global Inc. 11800 Ridge Parkway, Suite 300 Broomfield, Colorado 80021 Dear DMC Board...
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Irudaya Raj
Nov 13, 20241 min read
Murchinson Ltd Issues Detailed Investor Presentation On Nano Dimension Ltd
Company Name: NANO DIMENSION LTD. Symbol: NNDM Filing Date: Nov-13-2024 Filer Name: MURCHINSON LTD. Source: https://www.sec.gov/Archives/...
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