Pentair, Cardica, Casella Waste Systems: This Week In Activism

Pentair, Cardica,  Casella Waste Systems: This Week In Activism

Pentair, Cardica,  Casella Waste Systems: This Week In Activism by Stock Pucker

Somewhat quiet week. We still have our Activist Ideas in beta. If interested in getting two-weeks free, drop me an email.

This Week In Activism – Sept. 15


Mohnish Pabrai On Low-Risk Opportunities And The Recycling Sector

Mohnish PabraiIn his book, The Dhandho Investor: The Low–Risk Value Method to High Returns, Mohnish Pabrai coined an investment approach known as "Heads I win; Tails I don't lose much." Q3 2021 hedge fund letters, conferences and more The principle behind this approach was relatively simple. Pabrai explained that he was only looking for securities with Read More

  • Broadfin Capital takes Cardica to task over the poor work of the board in a letter.
  • JCP Investment is still at it with Casella Waste Systems, pushing the company to put two nominees on the board.
  • Mill Road is looking to buy Learning Tree International for $1.80 a share.
  • Trian Partners and Nelson Peltz got a board member on the Pentair air board.

New campaigns

  • EJF Capital has a 5.4% stake in Alexander & Baldwin. The fund is looking to discuss spinning off the real estate leasing business.
  • Praesidium Investment is active on Flotek Industries with a 5.2% stake. It’s looking to break the company up
  • Burlingame Asset is active on Sycamore Networks looking to change the corporate governance.

From the web

Email us at [email protected] with questions or feedback. Until next week.

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