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Activistmonitor – North America Mid-Year Review 2018 – Shareholder Activism 2018

Activistmonitor’s North America mid-year data review helps you to analyze potential opportunities and possible market changes for the remainder of the year.   The data… Read More

Activistmonitor – Mid-Year Review 2018 – Activism in Europe

We’re pleased to share this summary of Activistmonitor’s data and analysis on the first half of 2018 shareholder activism activity.   The results show an… Read More

Vodafone sees Elliott building stake

Elliott Advisors has built a position in Vodafone Group [LON: VOD] and is pressing for changes at the telco provider, according to two sources familiar… Read More

PayPal draws interest from Third Point – sources

Third Point may have found a new investment opportunity in PayPal [NASDAQ:PYPL], said two people familiar with the matter. The well-known hedge fund, which sometimes… Read More

Cevian and Elliott see more opportunities for activism at large cap end of the market

Shareholder activism at larger cap companies is becoming more common because these tend to be more prone to inefficiency and poor corporate governance than smaller… Read More

PG&E approached by Elliott – sources

Elliott Management has engaged with PG&E [NYSE:PCG] multiple times in the last few months, saying it has built a significant position in the Northern California… Read More

Institutional investors key to driving female board appointments

Institutional investors can influence activists to diversify corporate boards just as they influence the management of companies, said Hillary Sale, a professor of management at… Read More

Starbucks may need caffeine boost from activist, sector advisors say

Starbucks’ [NASDAQ: SBUX] excessive spending, underlevered balance sheet and carve-out opportunities make the coffee retailer a potential activist target, two sector advisors and an activist… Read More

German companies split on how to tackle shareholder activism – advisors

While the largest German conglomerates are wary of the spectre of activist investors, mid-sized listed companies are not as concerned as they should be, according… Read More

Mellanox more advantaged than Starboard by universal card – industry advisors

Mellanox Technologies [NASDAQ:MLNX] could have a better chance at retaining board seats in the proxy fight against activist Starboard Value if a universal ballot is used at the… Read More