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Value Investing

Ananthi.T 17BT002
Jun 12, 20233 min read
Daniel Khoshaba delivered a letter to the Board of Wheeler Real Estate Investment Trust (WHLR)
Key Summary: On January 6, 2020, Daniel Khoshaba disclosed a 7.5% stake and requested a board appointment. He was elected director on...
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Ananthi.T 17BT002
Jun 9, 20231 min read
Co-Founders Raise Concerns to Board, Propose Board Replacements at Annual Meeting of Charlotte's Web Holdings, Inc (CWBHF)
Key Summary: On June 9, 2023, the Co-Founders (8.2%) expressed concerns about the company's performance to the Board and proposed...
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Ananthi.T 17BT002
Jun 2, 20232 min read
Farallon nominees were elected to the Board of Exelixis, Inc.(Â EXEL)
Key Summary: Exelixis, Inc saw three Farallon nominees (Tomas Heyman, David Johnson, and Robert Oliver) elected to its Board at the 2023...
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Ananthi.T 17BT002
May 24, 20232 min read
Shaltout and Desai Disclose Stake and Demand Accountability at Pacific Coast Oil Trust (ROYTL)
Key Summary: On November 7, 2024, Moe Shaltout and Ravi Desai disclosed a 10.7% active stake in the company, emphasizing their commitment...
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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 5, 20231 min read
Corre Partners Management increased its stake after reaching cooperation agreement with NN Inc
Market Cap: $47 million| NN, Inc., a diversified industrial company, designs and manufactures high-precision components and assemblies in...
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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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Kanmani Rex
Mar 28, 20231 min read
Envestnet announces cooperation agreement with Impactive Capital
Key Summary: On November 15, 2022, Impactive Capital (7.2%) raised concerns over the company's performance and governance, threatening to...
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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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Kanmani Rex
Mar 7, 20232 min read
Third Point secured a Board seat in Bath & Body Works
Key Summary: On December 8, 2022, Third Point (6.02%) raised concerns about the company’s governance, executive compensation, financial...
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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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