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Value Investing
Kanmani Rex
Dec 28, 20242 min read
Sherborne Investors Amends Agreement with Navient Corp (NAVI)
Key Summary: Sherborne Investors Management disclosed a 6.8% stake in March 2022, engaging with the company on capital allocation,...
3 views0 comments
Irudaya Raj
Dec 23, 20245 min read
Fund 1 Investments, LLC Delivered A Letter To Lionel F. Conacher, Chairman Of Board Of The Destination XL Group, Inc.
Destination XL Group, Inc. 555 Turnpike Street Canton, MA 02021 Attn: Lionel F. Conacher, Chairman of the Board Lionel: Fund 1...
2 views0 comments
Ananthi.T 17BT002
Dec 23, 202415 min read
13D weekly report - Dec 16, 2024 to Dec 20, 2024
INDEX Dr. Hou Challenges Mo Chen’s Control, Calls for Liquidation at TuSimple Holdings (TSP) Marlton Partners L.P. Open Letter to...
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Kanmani Rex
Dec 20, 20241 min read
Goodwood Inc. Demands Strategic Overhaul and Board Restructuring at COSCIENS Biopharma Inc (CSCI)
Key Summary: On December 19, 2024, Goodwood Inc. urged the Board to cut excessive R&D spending, adopt a sustainable strategy, and...
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Irudaya Raj
Dec 20, 20244 min read
Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.
COSCIENS Biopharma Inc. 222 Bay Street, Suite 3000 Toronto, ON M5K 1E7 Attn: Board of Directors Dear Directors: As you know, Goodwood...
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Raghu Raman
Dec 19, 20241 min read
Marlton Partners: Activist profile
Marlton Partners L.P. is a Chicago-based, privately held investment firm led by James C. Elbaor. The firm has a proven track record of...
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Irudaya Raj
Dec 19, 20244 min read
Stadium Capital Proposes Pat Hopf and Gary Fazio as Executive Chair and Senior Advisor to Sleep Number’s Board
Issues Letter to Sleep Number Shareholders Detailing How Stadium Capital’s Path Forward is Superior to the Board’s Current Course of...
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Kanmani Rex
Dec 18, 20242 min read
Marlton Partners Comments on Source Capital Proposal to Merge with 180 Degree Capital Corporation (TURN)
Key Summary: On December 17, 2024, Marlton Partners criticized TURN’s -37.3% NAV decline since 2017 and a 26% NAV discount, urging...
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Irudaya Raj
Dec 18, 20246 min read
JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings
Board of Directors Lamb Weston Holdings, Inc. 599 S. Rivershore Lane Eagle, ID 83616 Board of Directors, JANA Partners (“JANA,” “we” or...
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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...
6 views0 comments
Ananthi.T 17BT002
Dec 16, 202416 min read
13D weekly report - Dec 09, 2024 to Dec 13, 2024
INDEX Barington Capital Group and Thor Equities issued an investor presentation on Macy's, Inc (M) Barington Capital Group sends letter...
4 views0 comments
Kanmani Rex
Dec 16, 20241 min read
BML Investment Partners Urges Strategic Alternatives at Atea Pharmaceuticals, Inc (AVIR)
Key Summary: On December 13, 2024, BML Investment Partners (8.1%) urged the Board to pursue a strategic partner or explore other...
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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,...
27 views0 comments
Ananthi.T 17BT002
Dec 16, 20242 min read
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
Key Summary: On December 13, 2024, GAMCO sent a presentation to the company's directors, outlining its views on unlocking value within...
4 views0 comments
Kanmani Rex
Dec 14, 20242 min read
Alta Fox Capital Urges Shareholders to Vote Against Reincorporation Proposal at Daktronics (DAKT)
Key Summary: Alta Fox Capital (11.7%) has criticized Daktronics’ governance and underperformance, citing nepotism and poor leadership...
5 views0 comments
Kanmani Rex
Dec 14, 20241 min read
Q Investments Demands Strategic and Leadership Reforms at ModivCare (MODV)
Key Summary: Between December 11-13, 2024, Q Investments urged the board to address management turnover, poor communication, and...
30 views0 comments
Kanmani Rex
Dec 14, 20242 min read
GAMCO Charts Path to $1.3 Billion Valuation for Myers Industries (MYE)
Key Summary: On December 13, 2024, GAMCO sent a presentation to the company's directors, outlining its views on unlocking value within...
25 views0 comments
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...
39 views0 comments
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:...
19 views0 comments
Kanmani Rex
Dec 12, 20241 min read
DOMA Perpetual Capital Management Announces Intent to Nominate Director Candidates to Pacira BioSciences, Inc. (PCRX)
Key Summary: On December 11, 2024, DOMA Perpetual Capital Management (4.14%) announced its intent to nominate four independent director...
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