Hedge Funds
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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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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