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…
Category fundamental-analysis
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Highlighting Activist Investor Trian Fund Management’s Campaign at Rentokil Initial
Key points: * Trian Fund Management is an activist investor experienced with consumer-oriented companies. * In June 2024 …
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 Elliott Investment Management’s Campaign at Southwest Airlines
Key points: * Elliot Investment Management manages almost $70 billion in assets across various strategies; * In June 2024…
How Federal Government Contract Receivables Data Can Benefit Hedge Funds
For hedge funds, federal government contract receivables data remains a largely untapped but highly powerful resource. …
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…
The Connection Between U.S. Pension Funds and Russian Gas Exports
An investigative report by Data Desk and the Anti-Corruption Data Collective from July 2024 uncovered that public retirement fu…