Hedge Funds

Sachem Head’s Andy Stafman joins Twilio’s board. Here’s how he may help grow margins

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Jakub Porzycki | Nurphoto | Getty Images Company: Twilio (TWLO) Business: Twilio is a software and communications solutions company. It operates a cloud communications platform that enables developers to build, scale and handle customer engagement within software applications. Stock Market Value: $10.94B ($60.08 per share) Activist: Sachem Head Capital Management Percentage Ownership: 1.81% Average Cost: n/a … Read more

Investor Tribeca presents Glencore with ideas to raise shareholder value

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An employee stands by a logo for Glencore Agriculture in Glencore Plc’s offices in Rotterdam, Netherlands. Bloomberg | Bloomberg | Getty Images Company: Glencore PLC (GLEN-GB) Business: Switzerland-based Glencore PLC produces and markets a diverse range of metals and minerals, including copper, cobalt and zinc. It also markets aluminum/alumina and iron ore from third parties. … Read more

Activist Oasis may turn to a preferred playbook to help build value at Greencore

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The Greencore logo is seen on the outside of its factory building in Bristol, England. Matt Cardy | Getty Images Company: Greencore Group (GNC-GB) Business: Greencore Group is an Ireland-based manufacturer of convenience foods. Its segments include Convenience Foods UK and Ireland. Greencore supplies a range of chilled, frozen and ambient foods to retail and … Read more

Hindenburg Research is making a name for itself by taking on Carl Ichan, Gautam Adani and others

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NEW YORK – Jan. 6, 2023: Nate Anderson works at his desk. Anderson exposes corporate fraud and ponzi schemes through his company Hindenburg Research. The Washington Post | The Washington Post | Getty Images Hindenburg Research has established itself as one of the most powerful voices in public activist short-selling, hammering the share prices of … Read more

3 possible steps to create value

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Skyline of Tokyo, Japan. Jackyenjoyphotography | Moment | Getty Images Company: Mitsui Fudosan Co Ltd (8801.T) Business: Mitsui Fudosan is a Japan-based company engaged in the real estate business. It has five business segments. First, there’s the leasing unit, which is engaged in the leasing of office buildings and commercial facilities. Second, the allotment sale … Read more

Carl Icahn gets two seats on JetBlue’s board. Here’s how he may help build value

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JetBlue Airbus A321LR is displayed at the 54th International Paris Air Show at Le Bourget Airport near Paris, France, June 20, 2023.  Benoit Tessier | Reuters Company: JetBlue Airways (JBLU) Business: JetBlue is a New York-based airline company serving over 100 destinations across the United States, the Caribbean and Latin America, Canada and Europe. JetBlue … Read more

Treasury proposes rule to extend anti-money laundering regs to investment advisers

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US Secretary of the Treasury Janet Yellen speaks with the press after a tour with staff through the Financial Crimes Enforcement Network (FinCEN) office in Vienna, Virginia, on January 8, 2024. Andrew Caballero-Reynolds | AFP | Getty Images The Treasury Department’s corruption watchdog on Tuesday issued new proposed regulations that would extend major pieces of … Read more

Activist Ancora may turn to a reliable tactic to enhance value at Norfolk Southern

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A Norfolk Southern rail terminal in Austell, Georgia, US, on Tuesday, July 25, 2023. Elijah Nouvelage | Bloomberg | Getty Images Company: Norfolk Southern (NSC) Business: Norfolk Southern is a railway company. It transports a variety of raw materials, intermediate products and finished goods in the United States. Stock Market Value: $57.56B ($254.83 per share) … Read more

Activist Bluebell believes BP is 50% undervalued compared to peers

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A general view of the BP logo and petrol station forecourt sign on January 22, 2024 in Southend, United Kingdom. John Keeble | Getty Images News | Getty Images Company: BP plc BP provides energy products and services to its customers. The company’s segments include gas & low-carbon energy, oil production & operations and customers … Read more

How activist Rubric Capital may help enhance shareholder value at Xperi

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A hand changing television channels with the remote control. Manuel Breva Colmeiro | Moment | Getty Images Company: Xperi (XPER) Business: Xperi is a technology company that develops software solutions and has the following four main business segments. First, there’s pay-TV, which provides backend software for internet-enabled cable boxes. There is the consumer electronics segment, … Read more