activistletters
Starboard Value Sees Kenvue (KVUE) Undervalued, Urges Stronger Execution and Margin Recovery to Unlock Shareholder Value
Summary
Starboard’s October 2024 Kenvue presentation argues that the company owns one of the strongest consumer health brand portfolios
activistletters
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
Download PresentationStarboard Value Kenvue - Oct-22-2024.
activistletters
Starboard Value Sees Salesforce (CRM) Undervalued, Urges Efficiency, Margin Expansion, and Shareholder Value Focus
Summary
Starboard’s October 2024 presentation highlights Salesforce’s sharp margin expansion—over 1,000 basis points since FY2023—leading
activistletters
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
Download PresentationStarboard Value Salesforce - Oct-22-2024.
activistletters
Osmium Partners Supports Kirkland’s (KIRK) Beyond Deal, Endorses Convertible Loan and Equity Subscription Plan
Summary
Osmium Partners wrote to Kirkland’s, Inc. supporting its $17 million financing deal with Beyond, Inc., which includes an
activistletters
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
activistletters
Murchinson Pressures Nano Dimension (NNDM) Board on AGM Timing, Seeks Director Changes and Shareholder Approval Safeguards
Summary
Murchinson, one of Nano Dimension’s largest shareholders, sent an urgent letter reminding the board that the company must
activistletters
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
activistletters
Cracker Barrel (CBRL): Biglari Capital Blames Board for $2.9B Value Loss, Seeks Turnaround and Director Seats
Summary
Biglari Holdings, owning 9.3% of Cracker Barrel, blasted the board for destroying over $2.9 billion in shareholder
activistletters
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 since
activistletters
TAFE presses AGCO (AGCO) for governance overhaul, capital allocation discipline, and a strategic transformation with new independent directors
Summary
TAFE, AGCO’s largest shareholder (16.3%), says years of strategic missteps and weak execution under Chair/CEO Eric
activistletters
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 shareholder
activistletters
Southwest Airlines (LUV): Elliott Management Seeks Special Meeting, Slams Board Over “False Record Dates” and Failed Leadership
Summary
Elliott Investment Management, Southwest Airlines’ largest outside shareholder, announced it will formally call a special meeting in the coming
activistletters
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
activistletters
Comtech (CMTL): Activists Nominate Eight Directors, Push for CEO & COO Search and Strategic Review of 911 Public Safety Unit
Summary
An activist group of former Comtech leaders has issued an open letter urging stockholders to support a new slate
activistletters
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
activistletters
CarParts.com (PRTS): Co-Founder Mehran Nia Warns of Bankruptcy Risk, Offers 15–20% Capital Infusion and Board Challenge
Summary
Mehran Nia, co-founder and former CEO of CarParts.com, sent a forceful follow-up letter to the board, shareholders, and
activistletters
CarParts.com (PRTS): Co-Founder Mehran Nia Plans Board Challenge, Signals Intent to Nominate Director Slate at 2025 AGM
Summary
On April 15, 2024, CarParts.com co-founder and former CEO Mehran Nia issued a public letter to the board
