Snowball Research · Activism

Weekly Digest

HG Vora Calls for Overhaul at PENN Entertainment (PENN), Citing Years of Underperformance and Board Entrenchment
May 13, 2025 · 7 min read
Servotronics (SVT) Faces Beaver Hollow Wellness’ Push for Director Change After Cash Collapse and Governance Failures
May 13, 2025 · 1 min read
Beaver Hollow Wellness Unveils S.A.V.E. Plan, Urges Servotronics (SVT) Shareholders to Back Board Overhaul Amid Financial Crisis
May 13, 2025 · 1 min read
Dynavax (DVAX): Deep Track Capital (14.8% Holder) Pushes Board Slate, Urges Focus on Heplisav and Capital Returns
May 12, 2025 · 1 min read
Dynavax Technologies (DVAX): Deep Track Capital Pushes Board Refresh, Calls for Heplisav Growth and Share Buybacks
May 12, 2025 · 1 min read
Harley-Davidson (HOG) Faces Intensified H Partners Campaign as Proxy Advisors and Dealers Back Withhold Effort
May 12, 2025 · 1 min read
H Partners Urges Harley-Davidson (HOG) Shareholders to Withhold Votes Against Zeitz, Linebarger, and Levinson After $6B Value Destruction
May 12, 2025 · 1 min read
Keros Therapeutics (KROS) Faces ADAR1’s Push for Restructuring, $500M Capital Return, and Board Refresh
May 12, 2025 · 1 min read
ADAR1 Capital Targets Keros Therapeutics (KROS) Board, Urges Withhold Votes Over Pipeline Failures and Cash Burn
May 12, 2025 · 1 min read
Harley-Davidson (HOG): H Partners Wins Proxy Advisor, Dealer Support to Oust CEO Zeitz and Two Long-Tenured Directors
May 8, 2025 · 3 min read
H Partners Urges Shareholders to Withhold Votes at Harley-Davidson (HOG) Annual Meeting, Targeting CEO Zeitz and Longtime Directors for Value Destruction
May 8, 2025 · 2 min read
ADAR1 Capital Presses Keros (KROS) to Halt Value-Destructive Programs, Focus on Takeda Partnership, and Add Shareholder Representation
May 8, 2025 · 3 min read
ADAR1 Capital Slams Keros Therapeutics (KROS) Strategy, Urges Board Overhaul and Cash Return Amid Pipeline Concerns
May 8, 2025 · 3 min read
BML Capital Presses AN2 (ANTX) to Return Cash to Shareholders, Warns Against Risky Preclinical Pivot
May 7, 2025 · 2 min read
BML Capital Urges AN2 Therapeutics (ANTX) to Pursue Sale or Liquidation After Phase 3 Failure, Threatens Withhold Vote at Annual Meeting
May 7, 2025 · 1 min read
Members Only · Snowball Research

Access the full archive

Every report, every idea, every 8-K filing categorised, every activist 13D and fund letter reviewed — going back years. Subscribe for full access.