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Archive for the ‘Activist Investors’ Category

Above average odds on The GSI Group (PINK:LASR)

Posted in Activist Investors, Liquidation Value, Stocks, tagged on October 28, 2010 | 6 Comments »

For a period from late 2008 through mid 2009 the GSI Group (PINK:LASR) was prima facie the cheapest stock on my net net screen, but I couldn’t pull the trigger because it was delinquent a few quarterly filings. The company entered Chapter 11 due to the technical default of not filing financial statements and is now [...]

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AVNW update and valuation

Posted in About, Activist Investors, Net Current Asset Value, Stocks, Value Investment, tagged on October 22, 2010 | Leave a Comment »

Oozing Alpha has a write-up on the valuation of Aviat Networks, Inc. (NASDAQ:AVNW) (see the post archive here). AVNW is an interesting Ramius activist target trading at a small premium to net current asset value. Here’s the write-up from Oozing Alpha: Investment Thesis AVNW is an excellent opportunity to invest in a leading wireless backhaul [...]

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Fortune as Pershing Square activist target

Posted in About, Activist Investors, Pershing Square Capital Management, Stocks, Value Investment, William A. Ackman, tagged on October 20, 2010 | 2 Comments »

Bill Ackman’s Pershing Square Capital Management has opened up an 11% stake in Fortune Brands, Inc. (NYSE:FO). The 13D filed 4 October doesn’t disclose much about the position, but the NYTimes has a great REUTERS BREAKINGVIEWS article Fortune’s Links discussing the position: After a round of golf with his Titleist clubs, a guy pops into the clubhouse for [...]

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Guest post: Voting Power in the Activist’s Hands

Posted in About, Activist Investors, Catalysts, Stocks, tagged , , on October 18, 2010 | 1 Comment »

Travis Dirks has provided a guest post on the voting power of differently sized shareholdings, which has important implications for activist investors seeking to impose their influence on a management. Travis is an expert in Nanotechnology, and received his Ph.D. from the world’s leading institution for the study of condensed matter physics, University of Illinois [...]

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LCV Capital Management and Raging Capital Management activist campaign for ModusLink Global Solutions(TM) Inc (NASDAQ:MLNK) hots up

Posted in About, Activist Investors, Share buy-backs, Stocks, Value Investment, tagged , , on October 8, 2010 | Leave a Comment »

LCV Capital Management and Raging Capital Management are running an activist campaign against ModusLink Global Solutions(TM) Inc (NASDAQ:MLNK) calling on MLNK to immediately implement a $50 to $75M share repurchase program and align executive compensation with performance. The two fund managers, calling themselves “The ModusLink Full Value Committee,” say that the full potential of MLNK [...]

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Blue Horseshoe loves Sara Lee (SLE)?

Posted in Activist Investors, Liquidation, Stocks, tagged on October 6, 2010 | 1 Comment »

FT.com’s Lex has an article (Sara Lee in play) on a possible bid for the food conglomerate Sara Lee (NYSE:SLE) by the old barbarians at the gates, Kohlberg Kravis Roberts: Of course, a bid now might be opportunistic. Sara Lee has been without the architect of its restructuring since chief executive Brenda Barnes retired due [...]

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Andrew Shapiro: High conviction on Reading International (RDI)

Posted in About, Activist Investors, Lawndale Capital Management, Reading International Inc (NASDAQ:RDI), Stocks, tagged , on October 1, 2010 | 6 Comments »

Andrew Shapiro has talked to Seeking Alpha’s Jason Aycock about his single highest-conviction position, Reading International (RDI) (See the RDI post archive): If you could only hold one stock position in your portfolio (long or short), what would it be? Our best risk/reward idea is Reading International (RDI), an internationally diversified movie exhibitor, with a [...]

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Guest Post: Harry Long on SureWest Communications (SURW)

Posted in About, Activist Investors, Stocks, Value Investment, tagged on September 30, 2010 | 2 Comments »

Harry Long of Contrarian Industries has a great guest post on SureWest Communications (SURW). Harry is the Managing Partner of Contrarian Industries, LLC and can be reached at info@contrarianindustries.com (mailto:info@contrarianindustries.com): SureWest Communications (SURW) is a fascinating study in capital allocation, which is the most important strategic imperative in an industry with stagnant growth. For the [...]

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New York Magazine profile of David Tepper

Posted in About, Activist Investors, Stocks, Value Investment, tagged on September 28, 2010 | 1 Comment »

NYmag.com has a great profile on David Tepper, whose talk at the Ira Sohn investment conference some are crediting with the run up on Friday. The profile is the standard form hagiography for someone coming off a big win, but there is some interesting discussion of the positions Tepper was taking in March 2009: Last [...]

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Fairholme goes activist on American International Group Inc (NYSE:AIG)?

Posted in About, Activist Investors, Stocks, tagged on September 21, 2010 | 1 Comment »

Bruce Berkowitz’s Fairholme Capital Management filed a Schedule 13D notice Friday for its holding in American International Group, Inc. (NYSE:AIG). It’s an interesting development. Fairholme’s previous AIG disclosure was a 13G, indicating a passive holding. The 13D may indicate that Fairholme intends to take an activist approach to AIG. It’s not entirely clear because the [...]

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