350 documents showing 61–120
Phillips 66 PSX
Streamline 66 plan could boost Phillips 66 stock 65%+ (from $120 to $200)
Phillips 66 PSX
Phillips 66 trades at $120 vs. Elliott's $200 Streamline 66 target — 65% upside
Autodesk, Inc. ADSK
Autodesk has best-in-class 93% gross margins but bloated opex; disciplined cost cuts plus 55% incremental margins can lift adjusted operating margins to ~45% by FY2028.
Phillips 66 PSX
Phillips 66's conglomerate structure masks world-class midstream and chemicals assets; separating them, fixing refining, and refreshing the board closes a decade-long 188% TSR gap versus peers.
Phillips 66 PSX
Phillips 66's refining kit rivals Valero's, but weak commercial execution and bloated corporate leave a multi-dollar EBITDA-per-barrel gap that Streamline66 — portfolio fixes and a refreshed board — closes.
Phillips 66 PSX
Phillips 66 has persistently underperformed peers, requiring new Board perspectives
Kao Corporation 4452.JP
Kao is Japan's underperforming FMCG giant; adding five expert directors with FMCG, cosmetics and digital expertise plus performance-aligned pay can close the peer gap and revive growth.
Kao Corporation 4452 JT
Kao's world-class beauty brands are squandered by an insular Japanese board; adding five global FMCG outside directors and performance-linked pay can close the gap to L'Oreal and Beiersdorf.
United States Steel Corporation X
U.S. Steel has lagged peers by 227 points under Burritt; with the Nippon deal dead, Ancora's slate would install Stelco-turnaround CEO Kestenbaum to fix the company as a standalone public co.
Howard Hughes Holdings Inc. HHH
HHH stuck at ~40% NAV discount with no take-private bidder after 284 investors approached
Phillips 66 PSX
Phillips 66's conglomerate hides world-class midstream worth $40bn+; spinning midstream, closing the $3.75/bbl refining gap to Valero, and refreshing the board can lift PSX from $120 to $200+.
Phillips 66 PSX
Conglomerate structure hides a Midstream worth >$40bn standalone; market gives refining ~$1bn of credit
Phillips 66 PSX
Inefficient conglomerate structure trades like a refiner despite ~40% of EBITDA from midstream
Dye & Durham Limited DND
Engine Capital's six-member slate and OneMove's nominee will replace the entire Dye & Durham board after overwhelming shareholder support forced incumbent directors to resign.
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.
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.
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.
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.
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.
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.
Southwest Airlines LUV
Southwest's board lacks the airline-operator experience needed to lead a turnaround
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.
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.
Southwest Airlines Co. LUV
Southwest is the most compelling airline turnaround opportunity in two decades
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.
Pfizer Inc. PFE
Pfizer destroyed $20-60bn of value since 2019 despite a $40bn COVID windfall; Starboard wants the board to hold Bourla accountable for peer-median R&D/M&A returns.
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.
Southwest Airlines LUV
Southwest management has destroyed more value through inaction than anyone in the industry
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.
BP Plc BP
Renewables strategy is a series of U-turns with no consistency
Southwest Airlines LUV
Worst-performing management team in airlines has destroyed more value than any peer
Southwest Airlines Co. LUV
Management and Board are entrenching via poison pill and defensive maneuvers instead of accepting accountability
Dye & Durham Limited DND
Court dismissal of OneMove litigation removes any remaining excuse to delay the Special Meeting
Upwork Inc. UPWK
Engine argues Upwork is undervalued at ~6.5x EBITDA and that a refreshed board plus fixing the marketplace, focusing Enterprise, cutting bloat and aggressive buybacks unlocks substantial upside.
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.
Southwest Airlines LUV
Southwest is the most compelling airline turnaround opportunity in two decades
News Corporation NWSA
News Corp's dual-class structure entrenches a fractious Murdoch family with 14% economics but 41% of the vote; collapsing it would remove a governance discount already rejected by 90% of unaffiliated holders.
News Corporation NWSA
Starboard urges News Corp shareholders to vote to collapse the dual-class structure that gives the Murdoch family 41% voting power on only 14% economic ownership.
Southwest Airlines Co. LUV
Shareholders lost more than 50% over three years under Kelly and Jordan
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.
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.
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.
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.
Southwest Airlines LUV
Eighth guidance cut in 18 months proves leadership cannot deliver
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.
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.
Eurofins Scientific SE ERF
Muddy Waters is short Eurofins: controlling shareholder Dr. Gilles Martin has siphoned capital via above-market real-estate leasebacks for 20 years, and the financials appear engineered to overstate revenue, profits, and cash.
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.
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.
Southwest Airlines LUV
Southwest lost 50%+ of market value in 3 years while peers thrived
Southwest Airlines LUV
Southwest lost 50%+ of market value and EV is below the value of its aircraft alone
Southwest Airlines LUV
Southwest's outdated strategy collapsed margins from best-in-class 21% to worst-in-class 8%
Southwest Airlines LUV
Share price down >50% over 3 years; 2024 EBITDAR tracking ~50% below 2018 despite record industry revenues
CPI Property Group S.A. CPIPGR
CPI PG's controlling shareholder Vitek swapped €273m of personal debt for Dubai properties still under construction, sticking CPI PG with ~€220m of hidden progress payments while pocketing ~€118m.
Parkland Corporation PKI
Parkland's Board is entrenched and credibility-damaged; Engine (2.6% owner) demands an immediate strategic review with an investment bank to surface private-market value above the depressed public stock price.
BP plc BP
Bluebell escalates to BP's Senior Independent Director, arguing that Dame Amanda Blanc's refusal to meet breaches her governance duty and undermines her independence.
Parkland Corporation PKI
Parkland's independent directors refuse to buy meaningful amounts of their own stock despite insisting the strategy will deliver value — that credibility gap demands each personally purchase at least 5,000 shares.
BP plc BP
BP under Lund and Looney's failed energy-transition strategy has produced sector-worst TSR, a record valuation discount, and governance failures — the board must engage with dissenting shareholders.
BlackRock BLK
BlackRock preaches stewardship to others while combining Chair and CEO under Larry Fink; shareholders should vote FOR Bluebell's Item 6 to require an independent Chair from 2025.
Norfolk Southern NSC
Cleveland-Cliffs CEO publicly endorses Ancora's Norfolk Southern proxy fight, citing Cliffs' own 2014 board-overhaul win as proof that disciplined activism creates durable value.