495 documents showing 481–495

Whole Foods Market, Inc. WFMI

Borders Group, Inc. BGP

Book superstore industry is misunderstood — Amazon risk is exaggerated and superstores have gained share

Time Warner Inc. TWX

Time Warner has underperformed its peer index by 51% under Parsons; splitting into four SpinCos (AOL, Content, Publishing, Cable) plus a $20bn buyback unlocks $30-45bn — a 35-54% premium.

McDonald's Corporation MCD

McDonald's is fundamentally not a restaurant company — 78-86% of EBITDA comes from Brand McDonald's

McDonald's Corporation MCD

McDonald's real estate is worth ~$46bn, ~94% of enterprise value, but trades like a restaurant stock

Allied Capital ALD

Allied appears to flout SEC fair value rules by using SBA-style accounting to overstate NAV

Parkland Corporation PKI

Parkland's board is running a sham strategic review to entrench itself; Engine demands a shareholder-driven board reconstitution before the 2025 Annual Meeting to unlock real value.

Lyft LYFT

Lyft's entrenched, inexperienced board tolerates a dual-class structure, staggered seats and unoptimized balance sheet; replacing two directors unlocks governance reform and a $750mm ASR.

Kao Corporation 4452 JT

Kao's iconic cosmetics brands are underutilized by passive management; prioritizing international growth, hiring a global CMO, and refreshing the board unlock JPY10,000/share — a 76% upside.

Kao Corporation 4452.JP

Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.

TCI portfolio companies

Climate change is a material investment risk, so TCI demands portfolio companies disclose emissions and a credible transition plan, or face votes-against and divestment.

The Walt Disney Company DIS

Disney has lost its way and underperformed peers; replacing two long-tenured directors with Nelson Peltz and former Disney CFO Jay Rasulo will restore accountability and shareholder returns.

Fluor Corporation FLR

Fluor's $4bn NuScale stake masks a transformed EPCM core trading at just 2.8x EBITDA; separating NuScale unlocks a re-rating to peer 6-13x multiples.

Norwegian (unspecified — inferred from filename)

Hess Corporation HES

Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure