eBay
2 activist/short documents on this target.
Timeline
2014-04-01
Carl Icahn · research note
13D Monitor backs Icahn's eBay campaign: the board's Silicon-Valley-insulated directors can't even recognize their conflicts, so Icahn needs two seats and a PayPal spin to fix it.
N3 V2
2020-02-04
Starboard Value · letter
eBay is deeply undervalued; separating Classifieds at peer-level ~22x EBITDA multiples and enforcing a more aggressive Marketplace cost and revenue plan would unlock substantial upside versus today's 8.1x multiple.
N4 V2