Tag Archives: Proxy Fight

Corporations Giving Board Seats to Activist Investors, Says WSJ

In fights with dissidents, corporations are giving corporate board seats to the insurgents as long as management appointees get to keep their seats, says the Wall Street Journal($). Why are we writing about it?  Because two of the examples are … Continue reading

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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

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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

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Update On Hess Corp. As Another Underdisclosed Favorite Relational Investors Urges Hess to Listen to Suggestions of Fellow Activist Investor, Elliott Associates

Underdisclosed favorite Relational Investors has told Hess Corporation (HES) that it supports the changes urged by Elliott Associates.  We reported on Elliott‘s suggestions here. Relational claims to be a top 10 holder of HES and reported holding about 6.8 million … Continue reading

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Starboard Value Comes Out Swinging in the New Year

Hedge Fund begins the year by picking a couple of board fights Starboard Value L.P. comes banging into 2013, putting the smack down on Calgon Carbon Corporation (CCC) and Wausau Paper Corp. (WPP). On January 22, Starboard filed a Schedule … Continue reading

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Elliott Associates Takes a Look at Hess Corporation, We Take a Look At Laetitia Casta

Hess issues statement responding to letter from Elliott Associates, who noted an intention to purchase a large block and nominate directors. The always awesome Elliott Associates, L.P. sent a letter to Hess Corporation (HES) stating that it may buy a whole bunch … Continue reading

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New Post on Carl Icahn’s Bet On Netflix Now Available in Our PRO Reports Section

New PRO Report on Netflix, Inc. and how Carl Icahn made a boatload of money on it in about 6 months. Join now to get our PRO Reports!

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A Beaver Dam Made of Call Options: Icahn Takes Major Stake in Netflix.

Activist Investor Icahn Buys Shares of Netflix, Calls It “Undervalued” It is always a good day at the Underdisclosed.com offices when Carl Icahn makes a new Schedule 13D filing.  Today, the hamsters are talking about Netflix. Activist investor, mogul and … Continue reading

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I-Cahn Do It! The Activists Win Again As Icahn Rides In The Front Cab At Truck Maker Navistar.

Navistar International Corporation (NAV) had been besieged by Carl Icahn, as well as Mark Rachesky of MHR Fund Management, who was not happy with their performance, particularly how it hit his wallet. “I have a message for the Navistar Board: … Continue reading

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