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Value Investing

Snowball Research
Jan 92 min read
Impactive Capital LP: Activist Profile
Impactive Capital is an activist investment management firm founded by Lauren Taylor Wolfe and Christian Alejandro Asmar. The co-founders...
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Ananthi.T 17BT002
Jan 97 min read
Engaged Capital LLC: Activist Profile
Engaged Capital, LLC, ("Engaged Capital") was established in 2012 by a group of professionals with significant experience in activist...
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Snowball Research
Jan 92 min read
Corre Partners Management, LLC: Activist Profile
Corre Partners is an alternative asset manager focused on making opportunistic, deep-value investments across the capital structure in...
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Snowball Research
Jan 92 min read
HG Vora Capital Management, LLC: Activist Profile
Founded in 2009, HG Vora Capital Management is an SEC-registered investment advisor based in New York City that manages capital for a...
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Snowball Research
Jan 92 min read
Jana Partners LLC: Activist Profile
JANA Partners, founded in 2001 by Barry Rosenstein, is an activist investment firm focused on leveraging shareholder engagement to create...
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Snowball Research
Jan 81 min read
Archon Capital Management LLC: Activist Profile
Archon Capital Management LLC ("Archon") was established in 2004 by Constantinos Christofilis as a privately held investment firm. ...
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Snowball Research
Jan 82 min read
325 Capital LLC: Activist Profile
With nearly three decades of experience, first building the private equity practice group at Bain & Co., then founding Sagard Capital,...
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Snowball Research
Jan 81 min read
22NW Fund, LP: Activist Profile
22NW is a specialist microcap investment firm founded in 2015 and based in Seattle, WA. The firm runs a constrained strategy designed to...
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Snowball Research
Jan 85 min read
Barington Capital Group, L.P: Activist Profile
Barington Capital Group, L.P. is a fundamental, value-oriented activist investor founded in January 2000 by James A. Mitarotonda....
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Snowball Research
Jan 82 min read
Bandera Partners LLC: Activist Profile
Bandera Partners, founded in July 2006 by Gregory Bylinsky, Jefferson Gramm, and Natalie Banas, is a New York-based hedge fund manager...
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Kanmani Rex
Jan 72 min read
Gate City Capital Management's Proposal for Board Declassification and Annual Elections at Intrepid Potash (IPI)
Key Summary: On January 14, 2025, Gonzalo Avendano of Clearway Capital Management LLC was appointed to the Board following a Cooperation...
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Irudaya Raj
Jan 61 min read
Mantle Ridge Issues Shareholder Letter: Restoring Integrity is Necessary for Air Products and Chemicals, Inc. to Recover and Return to Prosperity
Details Some of the Company’s Omissions, Obfuscations, and Misleading Statements Concerning Air Products’ Performance, Strategy, and Key...
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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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Ananthi.T 17BT002
Jan 68 min read
13D weekly report - Dec 30, 2024 to Jan 03, 2025
INDEX Baron Capital Group opposes the proposed "going private" transaction of FIGS, Inc (FIGS) BML Investment Partners (9.9%) opposes...
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Kanmani Rex
Jan 21 min read
BML Investment Partners (9.9%) opposes the proposed PIPE transaction of Aadi Bioscience, Inc (AADI)
Key Summary: On December 31, 2024,  BML Investment Partners  (9.9%) opposes the proposed PIPE transaction  Market Cap: $71 million |  ...
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Kanmani Rex
Jan 21 min read
Baron Capital Group opposes the proposed "going private" transaction of FIGS, Inc (FIGS)
Key Summary:Â On December 31, 2024, Baron Capital Group (18%) opposes the proposed "going private" transaction of the company. Â Market...
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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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Ananthi.T 17BT002
Dec 30, 20247 min read
13D weekly report - Dec 23, 2024 to Dec 27, 2024
INDEX Sherborne Investors Amends Agreement with Navient Corp (NAVI) Wynnefield Group's Director Nominees were elected to the Board of...
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