Kimmeridge Energy: U.S. E&P industry is in a time of crisis
Activism at U.S. oil and gas companies has trended at an elevated level since 2016, a couple of years after … Read more
Activism at U.S. oil and gas companies has trended at an elevated level since 2016, a couple of years after … Read more
Activist investor Edward Bramson called on Barclays Chairman Nigel Higgins to end the “cycle of disruption” at the British lender as … Read more
This week, Third Point Partners launched a major new campaign in the U.K., revealing it owns an “economic stake of … Read more
While annual meetings are mostly still some way off, proxy season is approaching the “put up or shut up” stage … Read more
Carl Icahn-backed Xerox hiked its takeover offer for HP by $2 to $24 per share, stepping up its hostile campaign … Read more
With the closing of the comment period on the Securities and Exchange Commission (SEC)’s proposed new rules on proxy voting … Read more
It turned into a busy week for eBay after Starboard Value urged the company to spin off its Classifieds operation … Read more
This week we released The Activist Investing Annual Review 2020, our flagship report on the trends underlying shareholder activism. As … Read more
While activist investing has witnessed a much longer secular expansion, the years from 2015 onward saw a particularly pronounced boom … Read more
As a starter, here’s the predictions section from the Annual Review. It’s too late to change it now, but I’m … Read more
Toshiba Machine will seek shareholder approval for its poison pill defense, as demanded by activist investor Yoshiaki Murakami. The move … Read more
Two weeks ago, I wrote that Japan was the only country activist investors view as having truly exciting fundamentals – … Read more
Hudson Executive Capital announced that it holds proxies accounting for 61% of the votes at USA Technologies, signalling that it … Read more
Starboard Value has been the first of the big-name activists to awake from the holiday torpor, launching a new proxy … Read more
U.S. printer and laptop maker HP again rejected a takeover offer from Carl Icahn-backed Xerox, saying the proposal still significantly … Read more