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Value Investing

Irudaya Raj
Nov 12, 20244 min read
AL Shams Investment Limited Sent Letter To The Shareholders Of Braemar Hotels & Resorts Inc.
AL SHAMS INVESTMENTS LIMITED 5B Waterloo Lane Pembroke HMOS Bermuda 7 November 2024 Dear Fellow Braemar Stockholders, We at Al...
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Irudaya Raj
Nov 7, 20242 min read
Moe Shaltout & Ravi Desai sent letter to the Shareholders of Pacific Coast Oil Trust
To Fellow Unitholders of Pacific Coast Oil Trust (ROYTL), We are at a critical juncture for the Pacific Coast Oil Trust, and we are...
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Irudaya Raj
Nov 7, 20244 min read
Oaktree Capital Management, L.P. sent a letter to the board of directors of the Indivior PLC
November 6, 2024 Board of Directors Indivior PLC 10710 Midlothian Turnpike, Suite 125 North Chesterfield, Virginia 23235 To the Members...
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Irudaya Raj
Oct 31, 20241 min read
Biglari Capital Corp Issues Detailed Investor Presentation On Cracker Barrel Old Country Store, Inc
Company Name: CRACKER BARREL OLD COUNTRY STORE, INC Symbol: CBRL Filing Date: Oct-31-2024 Filer Name: BIGLARI CAPITAL CORP. Source:...
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Irudaya Raj
Oct 22, 20241 min read
Starboard Value LP Issues Detailed Investor Presentation On Pfizer Inc
Company Name: Pfizer Inc Symbol: KVUE Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com/wp-c...
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Irudaya Raj
Oct 22, 20241 min read
Starboard Value LP Issues Detailed Investor Presentation On Kenvue Inc.
Company Name: KENVUE INC. Symbol: KVUE Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com/wp-...
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Irudaya Raj
Oct 22, 20241 min read
Starboard Value LP Issues Detailed Investor Presentation On Salesforce, Inc.
Company Name: SALESFORCE, INC. Symbol: CRM Filing Date: Oct-22-2024 Filer Name: STARBOARD VALUE LP Source: https://www.starboardvalue.com...
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Irudaya Raj
Oct 21, 20242 min read
Osmium Partners Sent Letter To The Kirkland's, Inc
Kirkland's, Inc. Attn: Amy Sullivan, CEO 5310 Maryland Way Brentwood, TN 37027 Re: Beyond, Inc. $25 Million Investment in Kirkland's...
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Irudaya Raj
Oct 11, 20244 min read
Murchinson Delivered A Letter To The Nano Dimension Ltd's Board Of Directors
Urgent October 9, 2024 Via Email Nano Dimension Ltd. 2 Ilan Ramon St. Ness Ziona 7403635 Israel Attention: Board of Directors (including...
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Irudaya Raj
Oct 8, 202411 min read
Biglari Capital Corp Sent Letter to Shareholders of Cracker Barrel Old Country Store, Inc.
Dear Shareholders of Cracker Barrel Old Country Store Inc.: Through affiliated entities, we have been shareholders of Cracker Barrel...
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Irudaya Raj
Sep 30, 20249 min read
TAFE sent letter to the shareholders of AGCO Corp
Fellow Shareholders, Tractors and Farm Equipment Ltd. (together with certain of its affiliates, “TAFE” or “we”) is the largest...
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Irudaya Raj
Sep 24, 20244 min read
Elliott Sent Second Open Letter to Southwest’s Shareholders
Declares Intent to Call a Special Meeting in Coming Weeks, Given Urgent Need for Leadership Change Southwest’s Use of “False Record...
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Irudaya Raj
Sep 23, 20245 min read
Michael Porcelain Sent Letter to Comtech's Stockholders
Issue Open Letter to Comtech Stockholders Advocating for an Independent Evaluation of Strategic Options for Comtech’s 911 Public Safety...
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Raghu Raman
Sep 9, 20245 min read
Starboard Value LP sent Letter To The Shareholders Of News Corp
Dear Fellow Shareholders, Starboard Value LP (together with its affiliates, “Starboard” or “we”) is a large shareholder of News...
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Irudaya Raj
Sep 9, 20241 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Dear Board of Directors of CarParts.com, Inc. (Nasdaq:PRTS), David Meniane Warren B. Phelps III Henry Maier Dr. Lisa Costa Nanxi Liu Jay...
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Irudaya Raj
Sep 9, 20247 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Mehran Nia letter to Board of Directors, August 21, 2024 Dear Members of the Board, David Meniane Warren B. Phelps III Henry Maier Dr....
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Irudaya Raj
Sep 9, 20246 min read
Mehran Nia letter to the Board of Directors of CarParts.com, Inc.
Mehran Nia letter to Board of Directors, April 15, 2024 CarParts.com Co-founder Advocates for Board Intervention to Halt Business Decline...
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Irudaya Raj
Sep 6, 20248 min read
Politan Provides Update on Why Masimo Shareholders Should Support Urgently Needed Board Change at Company’s 2024 AGM
Sends Letter to Shareholders Reiterating Why Voting for Both Politan’s “Highly Credible and Capable” Nominees Is Essential in Order to...
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Irudaya Raj
Sep 5, 20245 min read
Riot Issues Open Letter to Fellow Bitfarms Shareholders Ahead of Upcoming Special Meeting
Details the Need for Further Change at Bitfarms in Order to Fix Broken Governance and Enhance Value for All Shareholders Reduces Proposed...
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Irudaya Raj
Sep 4, 20242 min read
Alejandro Weinstein Sent Letter to the Board of Directors of Procaps Group, S.A.
To: The Board of Directors of Procaps Group, S.A. (the “Board”) Procaps Group, S.A 9, rue De Bitbourg L-1273 Luxembourg Grand Duchy of...
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