Snowball Research · Activism

Weekly Digest

Oaktree Capital (7.5%) Pressures Indivior (INDV) on Strategy, Cost Structure, and Brixadi Threat After 50% Stock Drop
November 7, 2024 · 4 min read
Oaktree Capital Management, L.P. sent a letter to the board of directors of the Indivior PLC
November 7, 2024 · 4 min read
Biglari Capital Challenges Cracker Barrel (CBRL) Transformation Plan, Calls Out Value Destruction and Pushes for Boardroom Change
October 31, 2024 · 1 min read
Biglari Capital Corp Issues Detailed Investor Presentation On Cracker Barrel Old Country Store, Inc
October 31, 2024 · 1 min read
Salesforce (CRM): Starboard Value Highlights Governance and Capital Allocation Gains, Pushes for Rule of 50 by 2028
October 22, 2024 · 1 min read
Starboard Value LP Issues Detailed Investor Presentation On Pfizer Inc
October 22, 2024 · 1 min read
Starboard Value Sees Kenvue (KVUE) Undervalued, Urges Stronger Execution and Margin Recovery to Unlock Shareholder Value
October 22, 2024 · 1 min read
Starboard Value LP Issues Detailed Investor Presentation On Kenvue Inc.
October 22, 2024 · 1 min read
Starboard Value Sees Salesforce (CRM) Undervalued, Urges Efficiency, Margin Expansion, and Shareholder Value Focus
October 22, 2024 · 1 min read
Starboard Value LP Issues Detailed Investor Presentation On Salesforce, Inc.
October 22, 2024 · 1 min read
Osmium Partners Supports Kirkland’s (KIRK) Beyond Deal, Endorses Convertible Loan and Equity Subscription Plan
October 21, 2024 · 2 min read
Osmium Partners Sent Letter To The Kirkland's, Inc
October 21, 2024 · 2 min read
Murchinson Pressures Nano Dimension (NNDM) Board on AGM Timing, Seeks Director Changes and Shareholder Approval Safeguards
October 8, 2024 · 4 min read
Murchinson Delivered A Letter To The Nano Dimension Ltd's Board Of Directors
October 8, 2024 · 4 min read
Cracker Barrel (CBRL): Biglari Capital Blames Board for $2.9B Value Loss, Seeks Turnaround and Director Seats
October 8, 2024 · 12 min read
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