Snowball Research · Activism

Weekly Digest

Barington Capital Pressures Matthews International (MATW) on Strategy, Debt, and CEO Performance in Intensifying Governance Fight
November 17, 2025 · 3 min read
Shah Capital Urges Sale of Novavax (NVAX) After Criticizing Strategy, Dilution, and Vaccine Rollout Missteps
November 12, 2025 · 3 min read
Novavax (NVAX): Shah Capital Slams Leadership Over Market Share Collapse, Costs, and Governance Failures
November 12, 2025 · 3 min read
Carronade Capital Targets Cannae Holdings (CNNE) With Campaign for Board Refresh and Strategic Shift to Unlock NAV Discount
November 10, 2025 · 1 min read
Cannae Holdings (CNNE): Carronade Capital Pushes for Board Overhaul and Governance Reform to Reverse Value Destruction
November 10, 2025 · 1 min read
DOMA Perpetual Capital Pressures Pacira (PCRX) to Hire Bankers as Activist Blasts Spending, Dilution, and Governance Failures
November 10, 2025 · 6 min read
Pacira (PCRX): DOMA Perpetual Capital Demands Immediate Sale Process Citing Overspending and Severe Underperformance
November 10, 2025 · 5 min read
GVIC Challenges Hooker Furnishings (HOFT) Board Over Strategy, Oversight Failures, and Lack of Shareholder Alignment
November 7, 2025 · 5 min read
Hooker Furnishings (HOFT): GVIC Presses Board for Governance Changes After Years of Value Destruction
November 7, 2025 · 5 min read
Biglari Capital Escalates Fight at Cracker Barrel (CBRL), Blasting Rebrand, Governance Failures, and Strategic Missteps
November 6, 2025 · 8 min read
Cracker Barrel (CBRL): Biglari Capital Urges Shareholders to Reject CEO and Director After $1B Value Destruction
November 6, 2025 · 8 min read
Hartman Shareholder Alliance Slams Silver Star Properties (SLVS) for Governance Failures, Proxy Abuses, and Collapse in Portfolio Performance
November 5, 2025 · 4 min read
Silver Star Properties (SLVS) Hartman Shareholder Alliance Accuses Board of Value Destruction and Dodging Court-Ordered Annual Meeting
November 5, 2025 · 4 min read
Yunqi Capital tells STAAR Surgical (STAA) to halt Alcon deal, blasts board for postponing vote amid strong shareholder opposition
November 3, 2025 · 3 min read
Yunqi Capital (5.1%) urges STAAR Surgical (STAA) board to terminate Alcon merger after special-meeting adjournment
November 3, 2025 · 3 min read
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