Snowball Research · Activism

Weekly Digest

Fund 1 Investments Proposes Acquisition of Destination XL (DXLG), Citing Retail Strength and Liquidity Challenges
December 23, 2024 · 5 min read
Fund 1 Investments, LLC Delivered A Letter To Lionel F. Conacher, Chairman Of Board Of The Destination XL Group, Inc.
December 23, 2024 · 5 min read
Goodwood Inc. Targets COSCIENS Biopharma (CSCI) Over Cash Burn, Weak Strategy, and Board Accountability
December 20, 2024 · 4 min read
COSCIENS Biopharma (CSCI): Goodwood Inc. Presses for Board Overhaul, Criticizes R&D Spending and Governance
December 20, 2024 · 4 min read
Goodwood Inc. Sent A Letter To Cosciens Biopharma Inc.
December 20, 2024 · 4 min read
Lamb Weston (LW): JANA Partners Urges Board and Leadership Overhaul, Warns Sale Should Be Considered
December 18, 2024 · 9 min read
JANA Partners Sends Letter to Board of Directors of Lamb Weston Holdings
December 18, 2024 · 9 min read
Marlton Partners Challenges 180 Degree Capital (TURN) Board, Urges Capital Return Plan to Eliminate NAV Discount
December 17, 2024 · 4 min read
180 Degree Capital (TURN): Marlton Partners Nominates Directors, Criticizes Kevin Rendino for Value Destruction and NAV Discount
December 17, 2024 · 4 min read
Marlton Partners Pushes for Board Change at 180 Degree Capital (TURN), Citing -37% NAV Decline and Governance Failures
December 17, 2024 · 4 min read
Marlton Partners L.P. Open Letter to Shareholders of 180 Degree Capital Corp.
December 17, 2024 · 1 min read
Atea Pharmaceuticals (AVIR): BML Investment Partners (8.1% Holder) Urges Strategic Partner Before Phase 3 Trial
December 16, 2024 · 2 min read
BML Investment Partners, L.P. Sent A Letter To The Board Of Directors Of Atea Pharmaceuticals, Inc.
December 16, 2024 · 1 min read
ModivCare (MODV): Q Investments (14% Holder) Pushes for Board Refresh, Leadership Evaluation, and Strategic Review
December 13, 2024 · 2 min read
Q Global Capital Management, L.P. Sent A Letter To The Board Of Directors Of Modivcare Inc
December 13, 2024 · 2 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.