Tag Archives: Chevy Chase

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 , , , , , , , , , , , , | Leave a comment

Facebook Releases Earnings, Narrative Confirms Our Previous Theory Regarding Future Business Strategy Even As Sources of Earnings Struggle

Facebook (FB), Zuckerberg recognize the source of future growth and declare ‘Mobile’ as the future of the Facebook business. A brilliant analysis once declared that: “A quick look at Facebook’s recent Form 10-Q shows that Facebook is well-aware of the … Continue reading

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