activist

SpringOwl

2 documents across the library, active from 2015 to 2016.

2 Documents

4.0 Avg. narrative

2.5 Avg. visual

Activity by year

15 1

16 1

All documents

SpringOwl 2016-01-13

Viacom VIAB

Viacom's absent chair Redstone and overpaid CEO Dauman have driven a lost decade; replacing leadership, cutting $400M SG&A and launching OTT unlocks up to 135% upside to $95.90.

N4 V2 C2

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SpringOwl 2015-12-01

Yahoo! Inc. YHOO

Yahoo's Core is mismanaged but fixable — replace Mayer with an operator CEO, cut headcount two-thirds, bring Liberty in as a partner, and shares triple from $35 to $113.

N4 V3 C3

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