💰 The MSG company secretly powering AI.

Ajinomoto holds ~100% global share of ABF, the insulation material inside every AI chip. UK hedge fund Palliser Capital now demands a 30% price hike.

"The most under-monetized monopoly in AI."

#Ajinomoto #ABF #ActivistInvestor

Bill Ackman’s Pershing offers to buy Universal Music in €55bn deal Proposed transaction would combine world’s largest music group with a blank-cheque company

Hmmm Taylor Swift seems like after all your ‘struggles’ you’re getting bought by Trump - sorry Bill, along with rest Universal Music to be confined to AI swamp forever but what will Yannick or more presciently Don say ? #lawsky #activistinvestor #swiftiesfightback
www.ft.com/content/

📈 Oasis Management raised its KADOKAWA stake to 10%, matching Sony as top shareholder.

The activist fund is pushing for reform while KADOKAWA's profit drops 34%. Elden Ring's parent is now a battleground.

#KADOKAWA #FromSoftware #ActivistInvestor #CorporateGovernance

🎮 The fund that told Nintendo to charge 99¢ for Mario's jump just bought 8.86% of KADOKAWA — parent of FromSoftware.

Sony holds 10%. Oasis is right behind. The battle for Elden Ring's parent company has begun.

#KADOKAWA #FromSoftware #EldenRing #ActivistInvestor

Activist Investor Oasis Management Eyes Kadokawa With 8.86% Stake Oasis Management acquires major stake in FromSoftware parent company, challenging Sony's influence over anime and gaming assets.

Activist Investor Oasis Management Eyes Kadokawa With 8.86% Stake

#Kadokawa #OasisManagement #ActivistInvestor #FromSoftware #AusNews

thedailyperspective.org/article/2026-03-20-activ...

#trends today for 'activist investor' 'box office' & 'international players'

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👇It's all part of the bad actors' big plan and won't stop until you DECIDE to be an #ActivistInvestor

Uplift the culture of responsible investment. Research well and lets grow our wealth together as a community! #RejectOligarchy and the temptation of get-rich-quick.

www.youtube.com/watch?v=xfTz...

Starboard Value Takes 8.5% Stake in BILL Holdings

#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism #proxybattle #Activism #Starboard #BoardChange
To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism #proxybattle
If you want to discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism #proxybattle #Activism #BoardNominations #CTHR
To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

New York Times stock rises after activist investor Fivespan takes stake Investing.com -- The New York Times Company (NYSE:NYT) stock rose 2% after Bloomberg reported that activist investor Fivespan Partners has taken a stake in the iconic newspaper company. Fivespan Partners, an activist investment firm founded last year by Dylan Haggart and Sarah Coyne, has built a position in the Times and is advocating for the company to leverage artificial intelligence to expand its subscription base, according to a letter to Fivespan investors reviewed by Bloomberg News. The activist investors previously led ValueAct Capital Management’s investment in the Times before departing to establish Fivespan. In their letter, they stated that "AI is a clear tailwind for The New York Times" and their analysis indicates it could "more than double the company’s long-term revenue and profit potential" by reaching broader audiences, converting more readers into paying subscribers, and creating new profit opportunities. Fivespan suggested several AI-driven strategies for the Times, including using the technology to expand international reach through low-cost text and audio translations, developing "dynamic paywalls and optimized pricing," and creating low-cost video offerings to boost revenue per user. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. The fastest way to find out is with our Fair Value calculator. We use a mix of 17 proven industry valuation models for maximum accuracy. Get the bottom line for NYT plus thousands of other stocks and find your next hidden gem with massive upside. Full access now available at 50% off while our Summer Sale lasts. Hurry, offer ends soon!

Click Subscribe #NewYorkTimes #StockMarket #Investing #ActivistInvestor #FinancialNews

How An Activist Investor Is Shaking Up Medtronic - Investor's Business Daily How An Activist Investor Is Shaking Up Medtronic  Investor's Business Daily

Click Subscribe #Medtronic #Investing #ActivistInvestor #BusinessNews #MarketTrends

Kenvue attracts share purchase by activist investor Sachem Head By Svea Herbst-Bayliss NEW YORK (Reuters) -Band-Aid and Tylenol maker Kenvue attracted the attention of another activist investor in the second quarter, with Sachem Head Capital Management reporting that it bought into the stock. Sachem, run by Scott Ferguson, said in a regulatory filing on Thursday that it owned 10.6 million shares in the consumer healthcare company on June 30. According to the filing, Kenvue was the firm’s fourth biggest holding at the end of the quarter after Twilio, Talen Energy and Seagate Technology Holdings. Sachem Head declined to comment. The firm is known to quietly push for changes behind the scenes at certain companies, although it mounted a noisy proxy fight at US Foods Holding three years ago. Kenvue, which was spun out of Johnson & Johnson and now has a market value of $40 billion, has faced some of the industry’s most prominent activists, including Starboard Value, Third Point and Toms Capital Investment Management, in its two years as a publicly traded company. In July, Kenvue’s board fired CEO Thibaut Mongon, laying the path for what investors said they hope and expect will be the eventual sale of the company. Investors have long complained about Kenvue’s sluggish share price, which drifted down 1% this year, closing at $21.06 on Thursday. Starboard was among the first to publicly press Kenvue to review how it positions its brands and how they are priced to help boost performance. The hedge fund settled its proxy fight with the company in March when Kenvue agreed to appoint three new directors, including Starboard CEO Jeffrey Smith. Starboard, in a filing on Thursday, said it cut its Kenvue investment by 5.10% to 21 million shares. But Toms Capital Investment Management, which has urged the company to consider strategic alternatives, raised its holding during the second quarter to 16 million shares, from 14.4 million shares at the end of the first quarter. Third Point, run by billionaire investor Daniel Loeb, bought into Kenvue during the first quarter but made no changes in the second quarter, to own 8.5 million shares on June 30. Investment managers are required to tell regulators how much stock they owned in U.S. companies at the end of each quarter in 13F filings. While the filings are backward looking, other investors watch them closely for hints on trends, including suggestions of which companies activist investors might be targeting. Before you buy stock in JNJ, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is JNJ one of them?

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Settian Capital May Push for Operational or Strategic Changes at Westwood Holdings Group Inc $WHG

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>
#WHG #Activism #StrategicAlternatives #microcap #activistinvestor #investornews #CorporateGovernance #activism #proxybattle

Nantahala Capital Management Secures Board Seat at Xtant Medical Holdings (XTNT)

#BoardUpdate #Governance #Nantahala #microcap #stockholderdemocracy #activistinvestor #investors #investornews #activism #proxybattle
To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

Engine Capital urges Avantor to consider sale or strategic changes Investing.com -- Engine Capital has revealed a 3% stake in Avantor (NYSE:AVTR) and is pushing for strategic changes to boost shareholder value, according to a letter sent to the company’s board. The activist investor believes Avantor has strategic value of $17 to $19 per share in a potential sale scenario. Alternatively, Engine Capital outlined recommendations that could drive the share price to between $22 and $26 by the end of 2027. These recommendations include refreshing the board, evaluating the company’s portfolio, strengthening execution, instilling cost discipline, and aligning executive compensation with shareholder value creation. Engine Capital suggested Avantor should consider divesting non-core assets to accelerate debt reduction and generate cash for stock repurchases. Potential divestiture candidates include distribution assets in smaller geographies where the Laboratory Solutions segment lacks scale, the Ritter business, and NuSil, which Engine believes could sell for as much as 20 times earnings. The activist investor also recommended that the board evaluate whether selling the Laboratory Solutions segment to become a pure-play bioprocessing company would create value. "Finally, it is worth recognizing that the life sciences industry is consolidating. Customers and suppliers are becoming bigger, and it may be beneficial for Avantor to ultimately be part of a larger entity," Engine stated in its letter. The firm indicated it would be satisfied with either a sale of the company or implementation of its strategic recommendations, urging the board to pursue the best risk-adjusted outcome for shareholders. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Activist investor Engine Capital to push Avantor to sell itself- WSJ Investing.com-- Activist investor Engine Capital has built up a stake in Avantor Inc (NYSE:AVTR) and plans to push the lab equipment firm to either sell itself or overhaul its business, the Wall Street Journal reported on Sunday. Engine could reveal its roughly 3% stake in Avantor by as soon as Monday, the WSJ report said, citing people familiar with the matter. The investment firm is expected to push Avantor into either pursuing an immediate sale, or make changes including a board refresh, stock buybacks, and the divestiture of non-core assets, the WSJ report said. Engine thinks the company could sell for between $17 and $19 a share, the report said. Avantor closed at $11.50 on Friday. Engine’s stake in Avantor comes as shares of the lab equipment supplier plummeted nearly 50% this year, amid slowing demand due to reduced government funding for research and education sectors. With AVTR making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed AVTR alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including AVTR, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is AVTR poised for similar growth? Don't miss the opportunity to find out.

Click Subscribe #ActivistInvestor #EngineCapital #Avantor #StockMarket #BusinessNews

Danone May Support Board Overhaul at Lifeway Foods (LWAY) If Deal Talks Fail by Mid-September 2025

If you want to discuss shareholder activism, contact Anu [anu@stockholderdemocracy.com]

#LWAY #stockholders #microcap #stock #investment #activistinvestor #boardchange #proxybattle

Exclusive | #ActivistInvestor Starboard Value Builds Over 9% Stake in Engineering-Materials Maker Rogers An activist hedge fund agitated for change at the company in 2023, ultimately striking a settlement deal and ousting the CEO.  - WSJ https://www.wsj.com/business/deals/starboard-value-builds-over-9-stake-in-engineering-materials-maker-rogers-80667867 $ROG $DD #Electronics #Chemicals

Exclusive | #ActivistInvestor Starboard Value Builds Over 9% Stake in Engineering-Materials Maker Rogers

An activist hedge fund agitated for change at the company in 2023, ultimately striking a settlement deal and ousting the CEO.

 WSJ
www.wsj.com/business/dea... $ROG $DD #Electronics #Chemicals

#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism #proxybattle #ProxyFight #Activism #AlliedGaming

Knighted clarified that ISS recommended shareholders vote only for Roy Choi, its Class B nominee, on the BLUE proxy card for Allied Gaming.

$ELBM
#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism #proxybattle #ELBM
To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>
#Icahn #BoardChange #Governance #microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance #activism $SD

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>
#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance $SLVS

To discuss shareholder activism, contact Anu <mailto:anu@stockholderdemocracy.com>
#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

#microcap #stockholderdemocracy #activistinvestor #investors #investornews #CorporateGovernance

Beaver Hollow ends proxy fight at Servotronics #SVT after TDG acquisition deal. Campaign launched in Jan 2025 now closes with 250%+ return.

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>
#microcap #stockholderdemocracy #activistinvestor #investors #investornews

Click Subscribe #Investing #StockMarket #ActivistInvestor #Tripadvisor #FinanceNews

#microcap #stockholderdemocracy #activistinvestor #StocksToWatch #investor
To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>

#microcap #stockholderdemocracy #activistinvestor

To discuss shareholder activism, contact Anu <anu@stockholderdemocracy.com>
#microcap #stockholderdemocracy #activistinvestor