Activist Investor

Starboard Value Stake Momentarily Shakes Up CVS

A report Monday in the Wall Street Journal put a bit of air under shares of CVS Health Corp. (NYSE: CVS). The drugstore, pharmacy benefits manager, and health insurer has ...
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Xerox Thinks Big, but Maybe Not Too Big

Xerox Holdings Corp. (NYSE: XRX) had a market cap of about $8.1 billion at the market close Tuesday. HP Inc. (NYSE: HPQ) had a market cap of about $26.3 billion. ...
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Can 3M’s Conglomerate Structure Be Saved From the Wrecking Ball in 2020?

A rising trend has been for companies to have a specific purpose or target in their business. Simple business models, even if the underlying operations and management structures may be ...
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Elliott Management Sets Sights (Again) on Breaking Up Marathon Petroleum

When activist investor Paul Singer and his Elliott Management investment firm first tried to split up Marathon Petroleum Corp. (NYSE: MPC) in 2016, Marathon was considerably smaller. The plan then ...
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Will AT&T Have to Get Rid of WarnerMedia?

AT&T Inc. (NYSE: T) is being circled by an expert enemy of companies it thinks are badly run and poorly managed. Elliott Management says that the M&A binge that AT&T ...
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Why Wall Street Is Siding With Activist Investor on AT&T

The recent news that Elliott Management had taken a large stake in AT&T Inc. (NYSE: T) sent shares higher on Monday, although a 5% gain to $38.14 shrank to just a ...
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How Much Can Elliott Management Really Boost AT&T’s Share Price?

Saying that by completing a handful of "readily achievable initiatives," AT&T Inc. (NYSE: T) could increase its share price to $60, activist investor Paul Singer's Elliot Management on Monday sent ...
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Does This $371 Million Loss Mark the Bottom for Bed Bath & Beyond?

Bed Bath & Beyond Inc. (NASDAQ: BBBY) might be a big deal to entrepreneurs trying to sell their new goods if they are making a pitch for an investment on ...
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The Buyout Saga of Chico’s FAS Moves From Ugly to Uglier

Once upon a time, it seemed magical and flattering to get a buyout offer. Company executives looked successful, investors made money, and a company could have the benefit of not ...
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America’s Largest Mutual Fund Attacks Boeing Management (correction)

Vanguard is the largest mutual fund company in America. It has $5.6 trillion under management. It also happens to be the largest shareholder of Boeing Co. (NYSE: BA), which is ...
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Outsiders Could Throw Out Boeing’s Board and CEO

The chief executive officer of Boeing Co. (NYSE: BA), Dennis Muilenburg, says his company "fell short" on safety measures for its 737 Max. Two crashes of the Boeing plane killed ...
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With $21.66 Billion in Q1 Net Income, Berkshire Hathaway’s Share Buybacks Remain Muted

This weekend marked the "Stockpalooza" event for investors, which of course is the annual meeting for Berkshire Hathaway Inc. (NYSE: BRK-A). Warren Buffett and team had reported a dismal fourth ...
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What Warren Buffett Sees in Berkshire Hathaway’s New Amazon Stake

This weekend will mark another "stockpalooza" wherein Berkshire Hathaway Inc. (NYSE: BRK-A) will host its annual shareholder meeting in Omaha, Nebraska. Most investors tend to follow anything and everything that ...
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Will Bed Bath & Beyond Wash Its Board?

The Wall Street Journal has reported that activist investors are preparing to launch a proxy fight against the Bed Bath & Beyond Inc. (NASDAQ: BBBY) board of directors. Shares jumped ...
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Hertz Shows That Carl Icahn Giveth and Taketh Away

Getting activist investor Carl Icahn in your corner can be a double-edged sword. When it comes out that he is investing in a stock, those shares usually trade up. But ...
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