Highlighting Activist Investor ValueAct’s Stake in Meta Platforms
Key points: * Activist investor ValueAct has acquired a $1 billion position in Facebook parent Meta Platforms. * The comp…
Author ivo-kolchev
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Highlighting Activist Investor Starboard Value’s Campaign at Kenvue
Key points: * Starboard Value has initiated a position in Kenvue, the consumer health company spun out of Johnson & John…
Tracking Axon Enterprise: Revenue, Government Contracts, Stock Performance and Market Potential
Key points: * Axon Enterprise’s revenues and stock price have significantly increased since 2020. * While internati…
Highlighting activist investor Cevian Capital’s campaign at Smith & Nephew
Key points: * Cevian Capital is an activist investor focused on European companies. * The company revealed a stake in UK-…
How Much Do Government Contracts Contribute to Defense Suppliers’ Revenue Share?
Keeping track of awarded government contracts is essential to assessing the financial health of companies operating in the defe…
Highlighting Activist Investor D.E. Shaw’s Campaign at Air Products and Chemicals
Key points: * D.E. Shaw manages over $60 billion in various systematic and discretionary strategies. * The manager recent…
Monitoring Activist Investor Activity by Combining Government Contracting and Ownership Data - the Case of Pfizer
Key points: * The growth of passive investment strategies has resulted in more opportunities for activist investors. * Pf…
Boeing: Operating Performance Likely Bottomed in Q2 2024
It is now time for the TenderAlpha team to look again at a company we covered previously in the Top Government Contractors seri…
What is the U.S. Government Revenue Exposure of the XAR Aerospace & Defense ETF
Key points: * Companies comprising the SPDR S&P Aerospace & Defense ETF derive 48% of their revenue from the U.S. go…