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    1. Carl Icahn's Detailed Presentation On 'Rescuing And Revitalizing' Xerox

      Carl Icahn's Detailed Presentation On 'Rescuing And Revitalizing' Xerox

      Both the substance of the proposed value-destroying transaction and the conflict-tainted process by which it was hatched are an insult to long-suffering Xerox shareholders and make a mockery of well-established corporate governance norms. Fuji - with the able assistance of Xerox CEO Jeff Jacobson ...

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    2. MicroStrategy Added Two New Board Members

      MicroStrategy Added Two New Board Members

      MicroStrategy ( MSTR ) added two new board members who bring valuable backgrounds and increase board diversity. Ms. Breya served as COO of Ionic Security, a data protection and control software provider; she served as chief information officer at Informatica (NASDAQ: INFA ) a business intelligence competitor to MicroStrategy; and she held senior marketing positions at Hewlett-Packard Company (NYSE: HPE )...

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    3. Qualcomm (NASDAQ: Qcom ) Lead Director Tom Horton Tells CNBC

      Qualcomm (NASDAQ: Qcom ) Lead Director Tom Horton Tells CNBC

      Qualcomm (NASDAQ: QCOM ) lead director Tom Horton tells CNBC that Broadcom’s (NASDAQ: AVGO ) latest bid was “just not even close to what the value of the company is.” Horton: “We’re on the verge of reaping the benefits of all the investments we’ve made in 5G, which is rolling out in a very profound way over the next couple of years...

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    4. Inseego Appoints Telematics Industry Mark Licht Veteran to its Board of Directors

      Inseego Appoints Telematics Industry Mark Licht Veteran to its Board of Directors

      Inseego Corp (NASDAQ:INSG) announced the appointment of Mark Licht to its Board of Directors , effective Jan. 5, 2018. Mark Licht has an extensive background in the telematics industry with over 25 years of experience in the formation, financing, and operation of wireless location services and ...

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    5. Dear Herbalife Board Of Directors: As 2017 Comes To A Close, There Are Still Problems...

      Dear Herbalife Board Of Directors: As 2017 Comes To A Close, There Are Still Problems...

      For more than a year, Herbalife has been telling investors and regulators that it is compliant with an FTC Consent Order. Our research has turned up problems with nearly every aspect of Herbalife's US business post-settlement: Training events, fitness transformations, Nutrition Clubs, Documented Sales, ...

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    6. Nestle: Another Win For The Activists?

      Nestle: Another Win For The Activists?

      In June, Daniel Loeb of Third Point acquired Nestle’s 40 million shares. So far, all but one request of Daniel Loeb, which were described in his letter, were accepted by Nestle. While not all demands are met yet, the ordinary shareholders are the ones that will continue to benefit from the influence of Third Point on their company...

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    7. Deckers Outdoor: Really A Turnaround?

      Deckers Outdoor: Really A Turnaround?

      This small shoe company has been targeted by Bill Ackman's protege. An activist investor is looking to overthrow the board. But the hedge fund should have a tough time convincing shareholders given Deckers' progress. The question to ask is not whether Deckers Outdoor ( DECK ) is a turnaround company, but rather who can turn around the footwear maker -- management or a new team?...

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    8. Bank Boards Focusing More On Risk Management Will Make Banks Better Investments

      Bank Boards Focusing More On Risk Management Will Make Banks Better Investments

      The Fed is reducing bank boards' regulatory burdens--some cry foul. But bank boards have limited time. They should focus on the important stuff. Risk management is the important stuff and the Fed now understands that. In an August 11, 2017 column , Gretchen Morgenson of the NY Times excoriated the Federal Reserve Board for proposing to loosen rules regarding bank boards of directors...

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    9. Amazon: Paging All Activists

      Amazon: Paging All Activists

      Amazon is a moonshot company. One that keeps ‘fooling’ investors, but is this its Apple moment? Will Bezos become his own activist investor? Amazon ( AMZN ) is the master of everything. They own the retail space, are a dominant force in data storage, have hits in hardware and are quietly a logistics master. But the real prize -- and it’s not AWS -- it is Prime. That’s what could make Whole Foods interesting -- effectively turning it into a Costco ( COST ) like membership model...

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    10. Teva: On The Activist Radar

      Teva: On The Activist Radar

      Teva could be a great activist target. There are a couple catalysts here. The biggest being a breakup? Teva Pharmaceuticals ( TEVA ) is in the dumps. It’s officially on the activist investor radar. At decade lows, it’s hard not to be tempted by Teva. Generic drug pricing pressure and poor earnings are crushing the company. A great opportunity, perhaps, for an activist investor? The big thesis is to get Teva to get its debt load under control...

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    11. Costco: In Need Of An Activist Investor?

      Costco: In Need Of An Activist Investor?

      The gross margin can give an indication of how sound the business model is of these leading discount retailers. Costco’s low-cost pricing strategy reveals its revenue is covering its operating costs by a much slimmer margin at 13.3 percent than that of its competitors. Costco’s prices are 17 to 19 percent lower than Amazon’s in both its e-commerce and bricks-and-mortar stores, according to a recent comparative study...

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    12. Qualcomm: Battling Another Activist

      Qualcomm: Battling Another Activist

      Activist investor Elliott Management has shown its hand in the NXP buyout battle. Qualcomm fended off fellow activist investor JANA Partners a couple years ago. This time they won’t get "out" so easy. The Qualcomm ( QCOM ) and NXP Semiconductors ( NXPI ) battle gets a bit more heated. Elliott Management had previously placed its bet and now it’s upping the ante. Elliott now has a 6% stake in NXP and is publicly pushing for a higher buyout price from Qualcomm...

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    13. Activist Investor Is Catalyst To Unlock Significant Value At Edgewater Technology

      Activist Investor Is Catalyst To Unlock Significant Value At Edgewater Technology

      EDGW is an under-earning, mismanaged, small consulting company ignored by investors who fail to appreciate the durability and recurring nature of its revenue. Given a newly constructed board, resulting from a shareholder proxy fight won by Ancora Advisors earlier this year, we believe a turnaround or sale is likely...

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    14. Nelson Peltz On Procter & Gamble: Sign Of The Future For ROIC Laggards

      Nelson Peltz On Procter & Gamble: Sign Of The Future For ROIC Laggards

      Nelson Peltz’s Trian Fund Management is seeking a board seat at Procter & Gamble (PG) Activist investors have a mixed track record when it comes to creating shareholder value, but Peltz appears to have found an ideal situation. Any reform of the company’s corporate structure should include a renewed focus on return on invested capital (ROIC). One of the largest activist investors in the world is taking on his biggest target yet...

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    15. Dow-DuPont: Activist Investors Pulling The Strings

      Dow-DuPont: Activist Investors Pulling The Strings

      There is the promise of marked upside if Dow and DuPont change their breakup strategy. Activist investors have been pulling the strings for years on this. But it could be time for Dow and DuPont that stand their ground. There’s been fresh activist investor pressure from Dan Loeb’s Third Point on Dow ( DOW ) and DuPont ( DD ), hoping to get the two to review post-merger plans. The companies recently hired McKinsey to review its post-merger spinoff situation...

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