Activist Investor

Activist Investor Articles

ThinkstockWhen the markets go through periods of great gains, it is not uncommon to see companies start to take more radical efforts to increase their total return for shareholders. Some may go...
JoeInQueens, via Wikimedia CommonsCarl Icahn no longer has Michael Dell to go after, so his attention, while much less vocal, now is heading back toward Tim Cook and Apple Inc. (NASDAQ: AAPL). Icahn...
ThinkstockThe activist investor has been around forever on Wall Street. For years the portfolio managers and equity strategist at the big mutual fund companies were the ones that really could drive...
courtesy Dell Inc.Calling his effort to stop the sale of Dell Inc. (NASDAQ: DELL) to company founder Michael Dell and private equity firm Silver Lake Partners “almost impossible,” activist...
courtesy J.C. Penney Co. Inc.J. C. Penney Co. Inc. (NYSE: JCP) has been a real pain in the backside of activist investor Pershing Square and other value and turnaround investors. This is Bill...
ThinkstockWith oil prices consistently over the $100 level, the big exploration and production (E&P) companies are ramping up spending to take advantage of the high pricing. Wall Street estimates...
Wikimedia CommonsBeing an executive at J.P. Morgan Chase & Co. (NYSE: JPM) can be no easy job at the moment. This is one of only a few large institutions that could have survived without a...
ThinkstockIn last week’s SEC filings, investors were given a chance to see which stocks have been bought and sold by Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A). While new stakes were...
White House Photo by Pete SouzaLast week brought the latest full equity holdings of Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-B). While several key changes were made in the stakes,...
courtesy of Apple Inc.In a remarkably short time, Apple Inc. (NASDAQ: AAPL) has gone from being a dictatorship to a democracy. What Steve Jobs could do as he moved the company from a modest maker of...
JoeInQueens, via Wikimedia CommonsBillionaire and activist investor Carl Icahn has most recently been known for his ant-Dell stance in the Dell Inc. (NASDAQ: DELL) transaction, and he has been known...
Courtesy J.C. Penney Co. Inc.; photo by Chris RupertAs a fight between major J.C. Penney Co. Inc. (NYSE: JCP) owner Bill Ackman and the balance of the firm’s board rages, the question too obvious...
courtesy of Sony Corp.Daniel S. Loeb, head of Third Point LLC, got the answer he expected from Sony Corp.’s (NYSE: SNE) board. It will not spin out or sell its studio and entertainment businesses....
courtesy Dell Inc.Activist investor Carl Icahn filed suit yesterday to prevent the special committee of the board of directors at Dell Inc. (NASDAQ: DELL) from changing the record date for voting...
Thinkstock Pershing Square Capital Management this morning filed a report with the U.S. Securities and Exchange Commission revealing that it has purchased a 9.8% stake (about 20.55 million shares) in...