Snowball Research · Activism

Weekly Digest

Land & Buildings Urges National Health Investors (NHI) Shareholders to Vote GOLD Proxy, Citing Conflicts and Long-Term Underperformance
May 2, 2025 · 1 min read
Lyft (LYFT) Faces Engine Capital’s Push for Board Refresh Amid Value Destruction and Shareholder Dilution
April 29, 2025 · 1 min read
Engine Capital Challenges Lyft (LYFT) Board Over Dual-Class Structure, Seeks Governance and Capital Allocation Fixes
April 29, 2025 · 1 min read
Trium Capital Calls on Acelyrin (SLRN) Shareholders to Vote Against Alumis Merger, Citing Cash Discount and Conflicts
April 29, 2025 · 1 min read
Trium Capital Opposes Acelyrin (NASDAQ: SLRN)–Alumis Merger, Citing Undervalued Deal and Governance Concerns
April 29, 2025 · 1 min read
Harley-Davidson (HOG) Faces H Partners’ “Free The Eagle” Campaign Targeting Zeitz and Long-Tenured Directors
April 29, 2025 · 1 min read
H Partners Blasts Harley-Davidson (HOG) Board for $2B Value Destruction, Urges Shareholder Action
April 29, 2025 · 1 min read
H Partners Challenges Harley-Davidson (HOG) Leadership, Seeks CEO Change and Stronger Governance via Withhold Campaign
April 28, 2025 · 1 min read
H Partners Slams Harley-Davidson (NYSE: HOG) Leadership, Urges Shareholders to Withhold Votes From Zeitz and Long-Tenured Directors Over Governance and Value Destruction
April 28, 2025 · 1 min read
Keros Therapeutics (KROS) Faces ADAR1 Capital Letter Alleging Fiduciary Breaches Amid Strategic Alternatives Review
April 28, 2025 · 5 min read
ADAR1 Capital Challenges Keros Therapeutics (NASDAQ: KROS) Board Over Poison Pill, Strategic Review, and Nomination Block
April 28, 2025 · 5 min read
Phillips 66 (PSX) Faces Elliott’s Criticism Over Peer Benchmarking, Governance, and Underperformance
April 28, 2025 · 1 min read
Elliott Slams Phillips 66 (PSX) for Flawed TSR Calculations, Demands Accountability from CEO Mark Lashier
April 28, 2025 · 1 min read
Ortelius Advisors Pushes for Board Overhaul at Brookdale Senior Living (BKD) After Stock Underperformance and CEO Exit
April 25, 2025 · 8 min read
Ortelius Advisors Targets Brookdale Senior Living (NYSE: BKD) Board With Director Slate, Citing Years of Value Destruction and Strategic Missteps
April 25, 2025 · 7 min read
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