7 documents showing 1–7

Huntsman has underperformed peers by 575% since IPO and missed three straight Investor Day targets; elect four Starboard nominees on the BLUE card to restore board accountability.

Ron Johnson (Target, Apple Retail) can repeat his retail magic at chronically mismanaged JCP

CP has the worst operating ratio of any Class I railroad while closest peer CN has the best

Focus Media is the Olympus of China: it inflates its LCD screen count by 50%, systematically overpays for acquisitions it writes off, and enriches insiders at shareholders' expense.

Bernanke and Geithner's short-termism has institutionalized too-big-to-fail and will debase fiat currencies — hedge with gold and long-dated options on higher US and Japanese rates.

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

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