The Blog RR
My thoughts, works, and stories
Helen of Troy (HELE) appoints a new CEO who sat on Nike’s executive leadership team
Universal Electronics (UEIC): Trading below the purchase price of two major shareholders who are activists; Eric Singer appointed as Chairman of the Board
Indivior (INDV): Newly appointed CEO is a former CEO of Collegium Pharmaceutical; New CEO outlines major overhaul
Monro (MNRO): Recent changes
Revisit Kohl’s (KSS) - Recent significant changes
Mastercraft Boat Holdings (MCFT): Recent significant changes
Malibu Boats (MBUU): Moat; FCF; Solid balance sheet
A small-cap healthcare technology company, Veradigm (MDRX), appoints a new CEO, one of the top five executives at $28B competitor Cerner
Frontdoor (FTDR): Moat; Growing non-warranty business
Gentex Corporation (GNTX): Solid moat; Authorized to buyback 18% of o/s shares; recent subtle changes
Alerts & Insights from 8-K filings - November 2025
Table of content
I.STRATEGIC ALTERNATIVES/DIVESTMENT
ELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32%
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
JELD-WEN Holding (JELD) - Company launches strategic review of European segment representing 32% of revenue and 36% of EBITDA
November supporting documents
What prevents major coal mining companies from entering into Activate carbonWhat prevents major coal mining companies from entering into Activate
Alan Gould
Mr. Gould- Thank you for taking the time to download and read the report.
Snowball Research - Monthly report -