FedEx (FDX) is making some shareholder-friendly moves, including an over 50% dividend hike, adding two independent directors, and a TSR-based executive compensation metric. We applaud the changes, but now the real work begins. Can a new CEO and refreshed board improve margins?
Dan Loeb’s Third Point, which has increased its stake in oil & gas giant Shell, is pushing for a separation of the legacy and renewables business. With shares trading at deep discount to peers, its a timely conversation.
AMZN stock is performing, but are warehouse workers paying the price? We talk to Assistant NYC Comptroller Michael Garland on the NYC Pension Funds’ move to unseat two Amazon board members responsible for human capital management at the tech giant.
With Elliott pushing storage supplier Western Digital to divest its Flash business, we take a closer look at financial performance and governance.
Despite a rising tide for oil & gas stocks, Suncor Energy (SU) has lagged peers. Activist Elliott Investment Management thinks a changeup and re-rating could unlock 50% upside.
Are public companies really leaning in to a more suitable, socially responsible future? Boardroom Alpha sat down with Andy Behar, CEO of non-profit shareholder advocacy organization As You Sow, to discuss some of the key ESG issues investment managers are tackling today.
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).
Elon Musk is now Twitter’s largest investor, possesses a board seat, and has a top 10 following on the platform itself. What happens when the world’s wealthiest private citizen gets involved in the battle over free speech?
Kroger Co (KR) is the latest in Carl Icahn’s animal welfare push, as activist pushes for changes among its pork suppliers and to address a widening gap between worker and executive pay.
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
NLSN rejects a takeover offer from a private-equity consortium that valued the company at $25.40 a share. Here’s what the news means for NLSN stock.
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
Cohen hopes for a GameStop (GME) re-run at short-squeeze favorite Bed Bath and Beyond (BBBY). Right now, it looks more like a meme stock.
As Icahn pushes for change at McDonald’s, the big surprise is not that he’s doing it, but that he’s doing it based on ESG concerns.
Alta Fox Capital Management wants to make some changes at toymaker Hasbro (HAS). The activist investor now owns a 2.5% stake in the company.
Blucora (NASDAQ:BCOR) is back in play as Engine Capital pushes for board change. In a letter to BCOR, flags problems and suggests changes.
Zendesk Appears Determined to Avoid Takeover, Plowing ahead with MNTV Merger. Jana says ‘Not So Fast.’
Zendesk (ZEN) is turning down private equity offers and pushing hard to make their deal with MNTV happen. Skeptics like Jana may not let that happen.