Author Archives: db

Wall Street Journal: Activist Funds Gearing Up For A Big 2015

Activist investors to continue providing employment support to analysts. WSJ reports that activist investors have raised billions of dollars for campaigns that may take shape in 2015.  For those of us who review companies and deals for investors, we say … Continue reading

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Our Prediction for 2015

Most predictions for 2015 will be wrong, subject only to statistical chances for accidentally being correct.

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Shake Shack Files for IPO

Serving up burgers, fries, ice cream and Enlightened Hospitality. Shake Shack files for IPO. Shake Shack is not just the latest casual dining company filing to go public, it is a modern day “roadside” burger stand. It was founded by … Continue reading

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Facebook Mobile Ad Network Ready For Launch?

The Facebook mobile ad network is reportedly ready for announcement at the end of the month. Facebook reportedly to announce Facebook Mobile Ad Network this month. We have made the case over and over again about how Facebook in particular, … Continue reading

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Tech Shareholder Activism Increasing

As M&A picks up generally, and the tech sector in particular, shareholder activism is on the rise as well. Activism Monthly’s (which is about business rabble-rousing, not social rabble-rousing) latest issue includes an article discussing the technology industry.  According to … Continue reading

Posted in Activist Investor, Carl Icahn, Elliott Associates, Hedge Funds, Shareholder Rights, Starboard Value | Tagged , , , , , , , , , , | Leave a comment

Groupon Director Not Seeking Re-election

Groupon to reduce size of board as one director does not stand for re-election. Groupon filed its proxy statement with the SEC.  The proxy statement included the news that Mellody Hobson has not been re-nominated and her term as director … Continue reading

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Price of Going Public – Facebook Deals With Shareholder Proposals In Proxy Statement For Annual Meeting

Shareholder proposals in the Facebook proxy statement demonstrate some of the disadvantages of being a prominent public company. Facebook has filed its proxy statement for its upcoming annual meeting on May 22, 2014.  I’m sure they look back fondly on … Continue reading

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Globoforce IPO Coming Soon, Smaller Than Expected.

Globoforce IPO downsized; net proceeds and selling shareholders hardest hit. Globoforce’s IPO is expected soon, as early as this week.  However, not is all rosy in Dublin-by-way-of-Massachusetts. Earlier this week, Globoforce was planning to sell about 4.4 million shares at … Continue reading

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Castlight Health Soars In IPO. Why?

Castlight Health prices IPO above range, shares rise sharply in debut. Do Castlight’s results and prospects justify its valuation?   Castlight Health, Inc. (NYSE: CSLT) went on the road for its IPO with a prospectus offering 11.1 million shares of … Continue reading

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HubSpot Files IPO Docs, Reportedly

HubSpot files IPO documents on a confidential basis and has chosen bankers, according to news reports. HubSpot, which offers an “inbound marketing software platform that helps companies attract visitors, convert leads, and close customers,” reportedly filed confidential IPO documents with … Continue reading

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