Snowball Research · Activism

Weekly Digest

Al Shams Investments Urges Braemar Hotels & Resorts (BHR) to Hold 2026 Annual Meeting, Criticizes Board Independence and Ashford Influence
June 2, 2026 · 3 min read
Flowserve (FLS) Under Fire as Starboard Value Demands Better Execution, Margin Improvement, and Board Accountability
May 28, 2026 · 16 min read
Repay Holdings (RPAY) Faces Renewed Pressure as Forager Capital Management Defends $4.80 Buyout Bid, Criticizes Board’s Acquisition Strategy
May 27, 2026 · 1 min read
Power REIT (PW) Faces Preferred Shareholder Push as Bradley & Daytona Railway and Alexander Kachmar Demand Special Meeting for Board Seats
May 26, 2026 · 2 min read
Braemar Hotels & Resorts (BHR) Faces Potential Board Nomination Push as Al Shams Investments Requests Director Questionnaire Ahead of 2026 Annual Meeting
May 22, 2026 · 2 min read
Fermi Inc. (FRMI) Faces Proxy Battle as Toby Neugebauer Pushes Board Overhaul and Strategic Alternatives Review
May 22, 2026 · 1 min read
Pacira BioSciences, Inc. (PCRX): DOMA Perpetual Capital Management LLC Pushes Strategic Alternatives and Warns of ‘Bet-the-Farm’ Patent Risk
May 21, 2026 · 9 min read
Pacira BioSciences, Inc. (PCRX) Faces Proxy Challenge as DOMA Perpetual Capital Management Nominees Push for Strategic Review and Governance Change
May 20, 2026 · 5 min read
Medallion Financial Corp. (MFIN) Faces Proxy Fight as BIMIZCI Fund LLC Pushes Board Overhaul, Governance Reform, and Technology Strategy
May 20, 2026 · 1 min read
Victoria’s Secret & Co. (VSCO) Faces Governance Challenge as BBRC International Pte Limited Urges Shareholders to Vote Against Chair Donna James
May 20, 2026 · 14 min read
Diana Shipping Launches Proxy Fight at Genco Shipping & Trading (GNK), Seeks Board Overhaul and Strategic Review
May 19, 2026 · 1 min read
BBRC International Urges Victoria’s Secret & Co. (VSCO) Shareholders to Vote Against Chair Donna James Over Governance and Capital Allocation Failures
May 18, 2026 · 1 min read
Forager Capital Management Urges Repay Holdings (RPAY) Board to Engage on $4.80 Buyout Offer, Criticizes Governance and Capital Allocation
May 18, 2026 · 4 min read
Novavax, Inc. (NVAX) Faces Pressure From Shah Capital Over Dilution, Executive Pay, and Commercial Strategy Ahead of 2026 AGM
May 15, 2026 · 1 min read
Seer, Inc. (SEER) Faces Renewed Takeover Push as Radoff-JEC Group Criticizes Cash Burn, Governance, and CEO Track Record
May 14, 2026 · 3 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.