JANA Partners
4 documents across the library, active from 2007 to 2013.
4
Documents
3.2
Avg. narrative
2.5
Avg. visual
Activity by year
All documents
Agrium AGU
Agrium rebuts JANA's break-up case: the sum-of-parts math is contrived, Retail already trades at ~9x within Agrium, and no analyst endorses JANA's methodology.
N4
V3
C3
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⇌
⚑
Agrium Inc. AGU
Agrium's board has no retail-distribution expertise to manage a business that's half its value; JANA's 5 nominees can unlock cost, capital and conglomerate-discount value worth hundreds of millions.
N4
V3
C3
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”
⇌
⚑
The McGraw-Hill Companies MHP
McGraw-Hill's conglomerate structure masks four independently attractive assets; separating MH Education, Information & Media and the S&P Index business plus an accelerated buyback unlocks ~60% upside to ~$65.
N4
V3
C2
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⇌
Whole Foods Market, Inc. WFMI
N1
V1
C1