Hedge Funds
Elliott has built a stake in Global Payments. How the activist can help the company lift its share price
Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally. Through its Merchant Solutions segment, it provides payments technology and software solutions globally to small-and-medium sized businesses and select mid-market and enterprise customers. It […]
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Why defensive names and bitcoin could be solid plays over the next six months
ETF Edge Why defensive names and bitcoin could be solid plays over the next six months Published Wed, Jul 16 20257:30 AM EDT Siena Griffin@siena_griffin WATCH LIVE Source
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How activist Barington Capital can collaborate with Victoria’s Secret to improve shareholder value
People pass a Victoria’s Secret store in Manhattan, New York City, on June 5, 2024. Spencer Platt | Getty Images Company: Victoria’s Secret & Co (VSCO) Business: Victoria’s Secret & Co. is a specialty retailer of women’s apparel and beauty products marketed under the Victoria’s Secret, Pink and Adore Me brand names. Victoria’s Secret brand […]
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ValueAct takes a stake in Rocket Cos. Here’s how the activist may help lift the share price
FILE PHOTO: A banner celebrating Rocket Companies Inc., the parent company of U.S. mortgage lender Quicken Loans, IPO is seen on the front facade of the New York Stock Exchange in New York City, U.S., August 6, 2020. Brendan McDermid | Reuters Company: Rocket Companies Inc (RKT) Business: Rocket Companies is a financial technology company […]
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Activist Fivespan has a stake in Qiagen. Here are 3 levers to boost the company’s growth and improve value
Company: Qiagen NV (QGEN) Business: Qiagen NV is a holding company based in the Netherlands. The company provides “Sample to Insight” solutions that transform biological samples into molecular insights. These solutions integrate sample and assay technologies, bioinformatics and automation systems. Its sample technologies are used for isolating and preparing deoxyribonucleic acid (DNA), ribonucleic acid (RNA) […]
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Elliott Management takes a stake in Hewlett Packard Enterprise. How the firm may create value
A general view of the Hewlett Packard Enterprise company offices in Minneapolis, Minnesota, on Jan. 3, 2024. AaronP | Bauer-Griffin | GC Images | Getty Images Company: Hewlett Packard Enterprise (HPE) Business: Hewlett Packard Enterprise is a global edge-to-cloud company. It delivers open and intelligent technology solutions as a service. The company offers cloud services, […]
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Billionaire Ray Dalio: ‘I’m worried about something worse than a recession’
Ray Dalio, founder of Bridgewater Associates LP, speaks at the Abu Dhabi Finance Week (ADFW) conference in Abu Dhabi, United Arab Emirates, on Tuesday, Dec. 10, 2024. Bloomberg | Bloomberg | Getty Images Bridgewater founder Ray Dalio said on Sunday that he is worried that the turmoil resulting from President Donald Trump’s tariff and economic […]
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Third Point, D.E. Shaw obtain agreements with CoStar. How the activists can build value
Thomas Fuller | Sopa Images | Lightrocket | Getty Images Company: CoStar Group Inc. (CSGP) Business: CoStar Group is a provider of online real estate marketplaces, information and analytics in the property markets. It manages its business in two segments: North America, which includes the United States and Canada, and International, which primarily includes Europe, […]
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Cliff Asness’s AQR multi-strategy hedge fund returns 9% in the first quarter during tough conditions
Cliff Asness. Chris Goodney | Bloomberg | Getty Images AQR Capital Management’s multistrategy hedge fund beat the market with a 9% rally in the first quarter as Wall Street grappled with extreme volatility amid President Donald Trump’s uncertain tariff policy. The Apex strategy from Cliff Asness’ firm, which combines stocks, macro and arbitrage trades and has […]
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Activist Spectrum Entrepreneurial has a stake in Landis+Gyr, and it may be poised to build value
Landis+Gyr Group AG’s residential and commercial FOCUS electric meter installation. Landis+Gyr Group AG Company: Landis+Gyr Group AG (LAND-CH) Business: Landis+Gyr Group is a Switzerland-based company primarily engaged in the electrical components and equipment manufacturing business. It specializes in metering solutions for electricity, gas, heat/cold and water for energy measurement solutions for utilities. Landis+Gyr product portfolio […]
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