270 documents showing 61–120
Peloton Interactive PTON
Peloton's overlooked subscription business — 68% gross margins, 1.5% churn — can deliver $400-500M EBITDA once costs are right-sized, implying a $7.50-$31.50 share price versus $5.48 today.
N5
V4
C5
⌂
”
⚑
Pfizer Inc. PFE
Pfizer squandered its $40bn COVID windfall on overpriced M&A while delivering almost none of the 15 promised blockbusters; the Board must hold management accountable.
N5
V4
C4
⌂
◫
”
⚑
Autodesk, Inc. ADSK
Autodesk is a high-quality monopoly hobbled by board complacency and misleading billings disclosures; transparency, accountability, and a 1,000 bps margin fix unlock material upside.
N4
V3
C3
⌂
”
⇌
⚑
Autodesk, Inc. ADSK
Autodesk's Board misled shareholders on free cash flow and ran out the nomination clock; reopen the vote, refresh directors, and fix margins to close the peer gap.
N4
V2
C3
⌂
”
⇌
⚑
The Walt Disney Company DIS
Disney has underperformed its peers across every recent time period under the incumbent board; elect Trian's Peltz and Rasulo to restore focus, accountability, and shareholder alignment.
N3
V3
C3
⚑
The Walt Disney Company DIS
Disney's decade of underperformance stems from a board lacking focus and accountability; electing Peltz and Rasulo brings ownership mentality to fix succession, streaming economics and capital allocation.
N5
V4
C4
⌂
◫
”
⇌
⚑
The Walt Disney Company DIS
Disney lost its way under a distracted, unaccountable board; replacing two directors with Peltz and Rasulo restores focus on DTC margins, CEO succession, and capital discipline.
N5
V4
C4
⌂
◫
”
⇌
⚑
The Walt Disney Company DIS
Disney squandered a winning hand through a weak, unfocused Board; electing Peltz and Rasulo brings the shareholder mindset needed to reverse years of TSR underperformance.
N3
V3
C3
⚑
The Walt Disney Company DIS
Disney's board has failed shareholders — TSR lags peers by 401% over ten years — so Trian is nominating Peltz and former CFO Rasulo to restore governance, accountability, and 'the magic.'
N3
V2
C2
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Date
Fund
Target
Thesis
Scores
Dec 17, 2024
Oasis Management
Kao Corporation
4452
Kao's Nomination Committee rushed its 2025 AGM director slate two months early to bypass Oasis's five independent candidates — poor governance demanding a reopened, transparent process.
N3
V2
Dec 11, 2024
Oasis Management
Kao Corporation
4452
Kao's world-class FMCG brands are stalling under a passive Board; Oasis, now holding over 5%, will nominate five independent FMCG directors at the March 2025 AGM to unlock global growth.
N3
V2
Dec 05, 2024
Oasis Management
Kao Corporation
4452
Kao is a sleeping FMCG giant whose under-ambition, inefficiency, and lack of focus have destroyed EVA; adding five independent directors with FMCG operating experience can unlock peer-level returns.
N4
V4
Dec 01, 2024
Engine Capital
Dye & Durham Limited
DND
Dye & Durham's Board and CEO Matt Proud destroyed value chasing a $1bn EBITDA target through reckless M&A; Engine's six-director slate and new CEO can triple the share price to $46 in three years.
N5
V4
Nov 11, 2024
Engine Capital
Dye & Durham Limited
DND
Engine (7.1%) urges Dye & Durham shareholders to replace an entrenched board presiding over management exodus, regulatory investigations, and blocked deals with six independent nominees at the December 17 meeting.
N3
V1
Nov 01, 2024
Kerrisdale Capital
Oklo Inc.
OKLO
Oklo is a $3bn pre-revenue SPAC nuclear story whose 5x-lowballed fuel costs, unrealistic 2027 NRC timeline, and inexperienced 'Nuclear Bros' management mean shares should collapse as reality intrudes.
N4
V3
Nov 01, 2024
Engine Capital
Dye & Durham Limited
DND
Engine, a 7.1% holder, nominates six directors to overhaul Dye & Durham's board, replace management, cut leverage to 3x, and close the valuation gap to ~20x EBITDA peers.
N2
V1
Oct 23, 2024
Greenlight Capital
Peloton Interactive
PTON
Peloton's overlooked subscription business — 68% gross margins, 1.5% churn — can deliver $400-500M EBITDA once costs are right-sized, implying a $7.50-$31.50 share price versus $5.48 today.
N5
V4
Oct 22, 2024
Elliott Management
Southwest Airlines
LUV
Elliott nominates David Cush, former Virgin America CEO, to Southwest's board as part of an eight-director slate to restore the airline's operational and financial performance.
N2
V2
Oct 21, 2024
Bluebell Capital
BP Plc
BP
Bluebell publishes ten pointed questions BP must answer at the 29 Oct 2024 Q3 call, demanding transparency on abandoned EBITDA, production and energy-transition targets and faulting Board oversight.
N3
V2
Oct 16, 2024
Engine Capital
Dye & Durham Limited
DND
Engine, owning 7.1% of Dye & Durham, will run a board slate at the 2024 AGM, arguing a refreshed board can close the 8x-vs-18x EBITDA peer gap.
N2
V1
Oct 15, 2024
Elliott Management
Southwest Airlines Co.
LUV
Elliott — ~11% owner of LUV — is running a proxy fight to replace Southwest's board with eight airline-veteran directors and restore the carrier to industry-leading performance.
N2
V3
Oct 07, 2024
Bluebell Capital
BP Plc
BP
BP's ideologically driven 2023 strategy has failed; the Chair and Lead Independent Director must go, and the leaked U-turn on oil output breaches listing rules.
N3
V2
Oct 01, 2024
Starboard Value
Pfizer Inc.
PFE
Pfizer squandered its $40bn COVID windfall on overpriced M&A while delivering almost none of the 15 promised blockbusters; the Board must hold management accountable.
N5
V4
Sep 26, 2024
Elliott Management
Southwest Airlines
LUV
Elliott, with ~11% of Southwest, calls the management team the worst in airlines and nominates ten independent directors to replace the CEO and restore industry-leading performance.
N3
V3
Sep 25, 2024
Bluebell Capital
BP Plc
BP
BP's 2020 energy-transition strategy is collapsing in serial U-turns and missed targets; removing Chairman Helge Lund and Lead Independent Director Amanda Blanc is essential to restore accountability.
N4
V2
Sep 25, 2024
Engine Capital
Dye & Durham Limited
DND
Engine urges Dye & Durham's board to hold its 2024 AGM in December per TSX rules, or face board changes over entrenchment, delay tactics, and CEO Proud's destructive M&A.
N2
V1
Sep 24, 2024
Elliott Management
Southwest Airlines
LUV
Southwest has become the industry's worst-performing airline under current leadership; Elliott nominates ten independent directors to replace the CEO and restore best-in-class performance.
N3
V3
Sep 24, 2024
Elliott Management
Southwest Airlines Co.
LUV
Southwest's failed leaders are using a poison pill and 'false record dates' to dodge accountability; Elliott will call a special meeting to replace the Board and CEO Bob Jordan.
N3
V2
Sep 20, 2024
Spruce Point Capital
Intuit Inc.
INTU
Intuit is an opaque, consumer-unfriendly SMB software company whose $20bn Credit Karma/Mailchimp blunders and 11x revenue multiple imply 40%-80% downside under CEO Sasan Goodarzi.
N5
V3
Sep 19, 2024
Engine Capital
Dye & Durham Limited
DND
Court dismissal of OneMove litigation removes any remaining excuse to delay the Special Meeting
N2
V2
Sep 11, 2024
Engine Capital
Dye & Durham Limited
DND
Dye & Durham's board broke its no-M&A pledge, re-levered to 5.3x, and lost six executives; shareholders need a Special Meeting and board change to close the peer valuation gap.
N4
V2
Sep 10, 2024
Elliott Management
Southwest Airlines Co.
LUV
Southwest is the most compelling airline turnaround in two decades; replacing the entrenched CEO and Board with Elliott's ten nominees restores efficiency, product, and reliability.
N3
V4
Aug 26, 2024
Elliott Management
Southwest Airlines Co.
LUV
Southwest has destroyed 50%+ of shareholder value under Kelly and Jordan; replacing them and seating Elliott's 10 independent nominees plus a new board committee is required to restore best-in-class performance.
N4
V2
Aug 06, 2024
Starboard Value
Autodesk, Inc.
ADSK
Autodesk's premier 93%-gross-margin software franchise is squandered under CEO Anagnost; Starboard demands cost cuts, compensation overhaul, buybacks and CEO re-evaluation to reach 45%+ margins and ~$15.50 FCF/share by FY2027.
N4
V3
Aug 01, 2024
Starboard Value
Autodesk, Inc.
ADSK
Autodesk's premier software franchise is squandered under CEO Anagnost — peer-lagging margins, missed Investor Day targets and manipulated billings demand a Board-led overhaul to unlock 45% operating margins.
N4
V3
Jul 30, 2024
Engine Capital
C&C Group plc
CCR
C&C has lagged peers by 81% since its 2019 LSE listing under four CEOs and a board owning 0.05%; electing Engine's two nominees brings M&A and capital-allocation expertise.
N3
V2
Jul 23, 2024
Bluebell Capital
BP Plc
BP
BP's Board greenlit an unlawful solar-planning strategy and a value-destroying green pivot; replace the Chair, Senior Independent Director and CEO, or halt the renewables burn.
N4
V2
Jul 08, 2024
Elliott Management
Southwest Airlines Co.
LUV
Southwest's board entrenched itself with a poison pill instead of fixing chronic underperformance; Elliott demands CEO Bob Jordan out, the board reconstituted, and an external-led turnaround.
N3
V2
Jun 25, 2024
Starboard Value
Autodesk, Inc.
ADSK
Autodesk's Board tolerated years of underperformance and misleading billings disclosures; accountability, transparency, and a 1,000+ bps margin improvement can restore a best-in-class software franchise.
N4
V3
Jun 25, 2024
Starboard Value
Autodesk, Inc.
ADSK
Autodesk is a high-quality monopoly hobbled by board complacency and misleading billings disclosures; transparency, accountability, and a 1,000 bps margin fix unlock material upside.
N4
V3
Jun 17, 2024
Starboard Value
Autodesk, Inc.
ADSK
Autodesk's Board misled shareholders on free cash flow and ran out the nomination clock; reopen the vote, refresh directors, and fix margins to close the peer gap.
N4
V2
Jun 10, 2024
Elliott Management
Southwest Airlines
LUV
Southwest's market cap has halved as a 36-year-insider CEO refuses to evolve; replacing the Board and CEO and modernizing the commercial model targets $49 — 77% upside.
N5
V4
Jun 10, 2024
Elliott Management
Southwest Airlines
LUV
Southwest, once a profit leader, now posts the worst margins of any major U.S. airline under entrenched insiders Kelly and Jordan; new leadership, a refreshed board and a strategic review unlock 77% upside to $49.
N5
V4
Jun 10, 2024
Elliott Management
Southwest Airlines
LUV
Southwest's 47-year profit streak has collapsed into worst-in-class margins under entrenched leadership; refreshing the board and hiring an external CEO unlocks 77% upside to $49.
N5
V4
Jun 10, 2024
Elliott Management
Southwest Airlines
LUV
Elliott's $1.9bn, 11% stake argues Southwest's 50% decline reflects an insular 1971-era leadership culture; replacing the Chairman/CEO and refreshing the board can drive shares to $49 (+77%).
N4
V2
Jun 10, 2024
Carl Icahn
Southwest Airlines
LUV
Southwest has the worst margins of any major U.S. airline under a 74-year legacy leadership team; a new outside CEO, refreshed board and modernized commercial strategy can deliver a $49 share price, 77% upside.
N5
V4
Apr 25, 2024
Oasis Management
Kao Corporation
4452.JP
Kao has top-decile brands (Curel, Biore, Molton Brown) but bottom-decile management with a 'growth allergy' — fixing it Beiersdorf-style unlocks 76-97% upside.
N4
V4
Apr 22, 2024
Ancora
Norfolk Southern
NSC
Norfolk Southern is the only Class I rail without PSR; electing Ancora's seven nominees replaces Alan Shaw with Barber and Boychuk to redesign the network and reach $420/share.
N4
V3
Apr 18, 2024
Land & Buildings
National Health Investors, Inc.
NHI
NHI is an undervalued senior-housing REIT whose conflicted, interlocked board threatens to give away the upcoming NHC lease renewal — vote AGAINST Webb and Swafford to force change.
N4
V2
Apr 15, 2024
Ancora
Norfolk Southern Corporation
NSC
Norfolk Southern is the worst-performing Class I railroad under Alan Shaw; replacing the Board and installing UPS/CSX operators to run PSR closes the 780bps OR gap and unlocks $420 per share.
N5
V4
Apr 11, 2024
Bluebell Capital
TIM S.p.A. (Telecom Italia)
TIT
Vote Bluebell's slate to replace TIM's worst-in-class CEO Labriola with Google Cloud exec Laurence Lafont, halt strategic chaos, and unlock ~100% upside versus European telco peers.
N4
V3
Apr 09, 2024
Bluebell Capital
BlackRock, Inc.
BLK
BlackRock's governance trails the S&P 500 on every metric, its stewardship team is overwhelmed, and TSR has merely tracked the market since 2009 — separate Chair and CEO to restore independent oversight.
N4
V3
Apr 09, 2024
Bluebell Capital
BlackRock
BLK
BlackRock's combined Chair/CEO and below-peer governance have delivered only market-matching TSR since 2009 and fuel greenwashing risk; shareholders should vote FOR an Independent Chair at the 2024 AGM.
N4
V3
Apr 09, 2024
Bluebell Capital
BlackRock
BLK
BlackRock's combined CEO/Chair role and entrenched Lead Independent Director leave the board without true oversight; bylaws should mandate an Independent Chair from AGM 2025.
N4
V2
Mar 29, 2024
Trian Partners
The Walt Disney Company
DIS
Disney has underperformed its peers across every recent time period under the incumbent board; elect Trian's Peltz and Rasulo to restore focus, accountability, and shareholder alignment.
N3
V3
Mar 26, 2024
Ancora
Norfolk Southern
NSC
Norfolk Southern is the worst-performing Class I railroad under CEO Alan Shaw's failed 'resilience railroading'; elect Ancora's slate to install Jim Barber as CEO, adopt true PSR, and unlock ~60% upside.
N4
V3
Mar 14, 2024
Spruce Point Capital
Enfusion, Inc.
ENFN
Enfusion is a no-moat SaaS with tainted leadership, deteriorating unit economics, and revenue-reporting anomalies; Spruce Point sees 40-60% downside to $3.70-$5.60.
N5
V3
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's world-class IP is being squandered by a complacent Board: elect Peltz and Rasulo to fix succession, restore Netflix-like DTC margins, and close a 401% TSR peer gap.
N5
V4
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's decade of underperformance stems from a board lacking focus and accountability; electing Peltz and Rasulo brings ownership mentality to fix succession, streaming economics and capital allocation.
N5
V4
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney lost its way under a distracted, unaccountable board; replacing two directors with Peltz and Rasulo restores focus on DTC margins, CEO succession, and capital discipline.
N5
V4
Feb 05, 2024
Ancora
Norfolk Southern Corporation
NSC
Norfolk Southern's safety and operating failures — epitomized by the preventable East Palestine derailment — require replacing CEO Alan Shaw and reconstituting the Board with independent nominees.
N3
V2
Feb 01, 2024
Ancora
Elanco Animal Health
ELAN
Elanco has destroyed billions under CEO Simmons and an insular classified board; replacing four directors at the 2024 AGM installs accountability and unlocks the animal-health turnaround.
N4
V4
Feb 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney squandered a winning hand through a weak, unfocused Board; electing Peltz and Rasulo brings the shareholder mindset needed to reverse years of TSR underperformance.
N3
V3
Jan 22, 2024
Engine Capital
Parkland Corporation
PKI
Parkland's entrenched board has driven a decade of peer underperformance and a sector-low 6.9x multiple; a shareholder-led board refreshment is needed to close the valuation gap.
N4
V2
Jan 18, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's board has failed shareholders — TSR lags peers by 401% over ten years — so Trian is nominating Peltz and former CFO Rasulo to restore governance, accountability, and 'the magic.'
N3
V2
Dec 06, 2023
Palliser Capital
Samsung C&T Corporation
028260 KS
Samsung C&T trades at a 63% discount to its $40.4bn NAV; fixing capital allocation, governance and the opaque group structure closes a $25bn value gap worth ~170% upside.
N5
V4
Nov 29, 2023
Elliott Management
Phillips 66
PSX
Phillips 66 has lost investor trust by taking its eye off refining; adding two refining-experienced directors — and Marathon's 2019 playbook if targets slip — unlocks ~75% upside to $205+.
N4
V2
Oct 17, 2023
Ancora
Forward Air Corporation
FWRD
Forward Air's $3.2B Omni Logistics deal destroys shareholder value; block the deal, replace CEO Tom Schmitt and the Board, and shares rerate to $140-$145.
N4
V3
Aug 09, 2023
Spruce Point Capital
Xylem Inc.
XYL
Xylem overpaid in stock for SEC-fraud-charged Evoqua, just published two contradictory cash-flow statements, and faces 30-45% downside as multiples compress toward water-industrial peers.
N5
V4