Hedge Funds
Medtronic makes two key additions to its board. How activist Elliott can build shareholder value
Michael Siluk | Education Images | Universal Images Group | Getty Images Company: Medtronic PLC (MDT) Business: Medtronic PLC is an Ireland-based company, which provides health-care technology solutions. The company’s products category includes Advanced Surgical Technology; Cardiac Rhythm; Cardiovascular; Digestive & Gastrointestinal; Ear, Nose & Throat; General Surgery; Gynecological; Neurological; Oral & Maxillofacial; Patient Monitoring; […]
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Engine Capital takes a stake in Avantor. Activist sees several ways to create value
Company: Avantor (AVTR) Business: Avantor is a life science tools company and global provider of mission-critical products and services to the life sciences and advanced technology industries. The company’s segments include laboratory solutions and bioscience production. Within its segments, it sells materials and consumables, equipment and instrumentation and services and specialty procurement to customers in […]
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Hedge fund giant Bridgewater pares China bets, offloading stakes in Alibaba and Baidu
Ray Dalio, founder of Bridgewater Associates LP, speaks during the Greenwich Economic Forum in Greenwich, Connecticut, US, on Tuesday, Oct. 3, 2023. Bloomberg | Bloomberg | Getty Images Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market amid rising geopolitical strains and weakening […]
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Activist Carronade spots a hidden gem in Viasat’s business. How the firm may unlock value
Viasat offices are shown at the company’s headquarters in Carlsbad, California, on March 9, 2022. Mike Blake | Reuters Company: Viasat Inc (VSAT) Business: Viasat is a global communications and defense technology company that operates at the intersection of secure communications, global connectivity, as well as aerospace and defense technology. The company operates in two […]
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How activist Elliott could use its data center know-how to amplify returns at Equinix
Inside one of Equinix’s internal operations at Equinix Data Center in Ashburn, Virginia, on May 9, 2024. Amanda Andrade-Rhoades | The Washington Post | Getty Images Company: Equinix Inc (EQIX) Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and […]
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From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they’re positioning right now
ETF Edge From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they’re positioning right now Published Wed, Jul 23 20257:00 AM EDT Siena Griffin@siena_griffin WATCH LIVE Source
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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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