Activist Investor

Activist Investor Articles

When Berkshire Hathaway released its latest changes to its public equity holdings, what stood out the most was just how large some of the stakes have gotten compared to the total Buffett portfolio.
ThinkstockPetSmart Inc. (NASDAQ: PETM) has been all over the place, and it appears that the stock will remain all over the place going into earnings. Word has surfaced, what we would argue is...
courtesy of WhiteHouse.govBerkshire Hathaway Inc. (NYSE: BRK-A) released its public equity holdings as of June 30, 2014. Warren Buffett’s different portfolio holdings have not been changing much of...
Warren Buffett and Berkshire Hathaway have increased their VeriSign stake yet again. An SEC filing showed that they now control a 10.4% stake in VeriSign.
When Dollar Tree announced that it would acquire competitor Family Dollar Stores for a cool $8.5 billion, there was no word from activist investor Carl Icahn, who owns more than 9% of the stock.
Discount store operator Dollar Tree has entered a definitive merger agreement with Family Dollar Stores under which the former will acquire the latter.
EMC was already indicated higher due to reports that activist investors were going after the company to unlock value. Now the stock is up marginally after its earnings report.
The longstanding fight between Herbalife and short-selling activist investor Bill Ackman just took yet another odd turn.
Herbalife remains one of the most controversial stocks on Wall Street and Main Street. That controversy is set to come to yet another head on Tuesday, July 22, 2014.
VMware could finally find itself independent of such strong control from former parent and super-majority shareholder EMC, but only with odds of "maybe" for investors and bookies.
Coca-Cola has hit the consensus EPS estimate exactly in each of the past four quarters. PepsiCo has actually bested the EPS consensus in each of the past four quarters.
In a sharply worded press release Monday morning, Valeant Pharmaceuticals said that it "can no longer tolerate" statements from Allergan that are "attempts to mislead investors."
eBay is set to report earnings on Wednesday after the markets close. Now that it has reached a settlement with Carl Icahn, eBay shares have backed off from their post-Icahn pop.
In a letter to Family Dollar's CEO following a dinner meeting on Thursday evening, Icahn said that it is "apparent that we have a strong difference of opinion as to the future of our company."
Now that Carl Icahn has taken a large stake in Family Dollar Stores, 24/7 Wall St. wanted to see what sort of value this might imply for activist investors and value investors alike.