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Category Archives: Hedge Funds
Relational Investors Gets Results: Timken Hires Goldman Sachs To Review Whether Timken Should Break Off Business Units
Breaking up is hard to do, but Timken will take a look anyway. We have followed the saga of Relational Investors’ and CalSTRS’ attempt to get Timken Co. to separate its steel and ball bearing businesses. There are now reports … Continue reading
Posted in Activist Investor, Business Strategy, Hedge Funds, Opps, Relational Investors, Shareholder Meeting, Shareholder Rights, Spinoff
Tagged Activist Investor, Ball Bearings, Break It Off, CalSTRS, Goldman Sachs, GS, Opps, Relational Investors, Rihanna, Schedule 13D, Sean Paul, Spin-off, Spinoff, Steel, Timken, TKR
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But Starboard Still Gets Results, Tessera Technologies Edition
Starboard Value wins where it counts. We just completed a post on the seemingly ridiculous spin on the ISS and Glass Lewis reports for the DSP Group proxy fight. Starboard Value LP, a contender in the DSP Group matter, is … Continue reading
Posted in Activist Investor, Hedge Funds, Shareholder Meeting, Shareholder Rights, Starboard Value
Tagged Annual Meeting, Apollo Creed, Carl Weathers, DSP Group, DSPG, Glass Lewis, Institutional Shareholder Services, ISS, Proxy Fight, Rocky, Rocky Balboa, Rocky II, Rocky III, Rocky IV, Rocky V, Rocky VI, Schedule 13D, Settlement, Starboard, Starboard Value, Sylvester Stallone, Tessera, Tessera Technologies, TSRA
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ISS and Glass Lewis Endorse Management And Dissidents, According To DSP Group And Starboard
Everyone’s a Winner! Starboard Value LP is waging a proxy battle with DSP Group, Inc. Proving their value to the investment community, ISS and Glass Lewis weighed in allowing both parties to claim victory. Using the battling parties’ releases, let’s … Continue reading
Proxy Battle for The Timken Company In Full Effect. Timken Sends Letter to Shareholders Criticizing Proposal from Relational Investors and CalSTRS
Timken warns shareholders not to be fooled by misleading dissident campaign. We have been following the Timken/Relational-CalSTRS saga for a while now. It is now in full proxy fight mode. The latest is Timken’s launch against the dissidents with a … Continue reading
Posted in Activist Investor, Business Strategy, Hedge Funds, Opps, Relational Investors, Spinoff
Tagged Activist Investor, Ball Bearings, CalSTRS, Chevy Chase, Fletch, Opps, Relational Investors, Schedule 13D, Spin-off, Spinoff, Steel, Timken, TKR
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Emulex Corporation and Elliott Associates Enter Into Agreement For Standstill, Board Seats
Hedge Fund gets closer to the driver’s seat with Emulex. We’ve been following the Emulex/Elliott saga for a while now and watched as one of our favorite hedge funds was working from the outside to create some value at Emulex, … Continue reading
Posted in Activist Investor, Elliott Associates, Hedge Funds, Opps, Shareholder Rights, Uncategorized
Tagged Activist Investor, Elliott Associates, Elliott Management, ELX, Emulex, Form 8-K, Hedge Fund, Johnny Depp, Kiera Knightly, Master and Commander, Novell, Orlando Bloom, Paul Singer, Pirates of the Caribbean, Russell Crowe, Schedule 13D
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Can You Hear Me Now?* Paulson Joins Schoenfeld In Opposing MetroPCS/T-Mobile Deal
*Yes, I know that is for Verizon, but neither company has such a snappy catchphrase. Paulson & Co., of multibillion dollar mortgage short fame, owns about 9.9% of the MetroPCS outstanding stock, making it the largest shareholder. Paulson sent some static … Continue reading
Posted in Activist Investor, Hedge Funds, M&A
Tagged acquisition, AT&T, Cell Phone, Deutsche Telekom, John Paulson, M&A, Merger, MetroPCS, Paulson, Paulson & Co., PCS, Schoenfeld, Sprint, Verizon, VZ, Wireless
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