13D Monitor (@13DMonitor) profile picture

13D Monitor

@13DMonitor
13dmonitor.com
Joined March 2014
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BBWI rejected adding a shareholder to the Board, opting for the ‘more relevant. . .financial experience’ of a CFO despite already having 5 ‘financial experts’ on the board and not 1 shareholder. There's a big difference btw refreshing a board and stacking a board @ThirdPointLLC
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Some news out of this morning's @13DMonitor active/passive summit in NYC: Shares of Splunk & Salesforce are on the rise as activist investor Starboard Value reveals stakes. $SPLK $CRM wsj.com/livecoverage/stock-m…
Salesforce, Splunk Shares Jump as Starboard Talks Stakes

Salesforce, Splunk Shares Jump as Starboard Talks Stakes

Shares in Salesforce and Splunk jumped Tuesday morning as Jeff Smith, the founder of activist hedge fund Starboard Value LP, discussed the firm’s [stakes in the technology companie](https://www.sta...

wsj.com
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In his @CNBC #ActivistSpotlight column, Ken Squire explains why Activist ESG investing is the Goldilocks of responsible investing #ESG #ESGinvesting #responsibleinvesting #AESG cnbc.com/2022/10/08/activist…
Activist ESG investing — the Goldilocks of responsible investing

Activist ESG investing — the Goldilocks of responsible investing

There is a disconnect between ESG as a philosophy and as an investment product. Activist investors are poised to push for meaningful change that can add value.

cnbc.com
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A closer look at the misconceptions and faulty assumptions that led to the #SEC 13D Rule Amendments: 13dmonitor.com/Download.aspx… #13Dactivism #13Druleamendments #shareholderactivism
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In this week's @CNBC #ActivistSpotlight: Inclusive Capital spots multiple opportunities for upside with an active #ESG focus at $VRRM cnbc.com/2022/04/30/inclusiv…
Inclusive Capital spots multiple opportunities for upside with an active ESG focus at Verra

Inclusive Capital spots multiple opportunities for upside with an active ESG focus at Verra

Sarah Farrell, a partner at Inclusive, joined Verra’s board in late 2021. Here’s what could be ahead for the company.

cnbc.com
On @CNBCOvertime with @ScottWapnerCNBC, Ken Squire discusses a new era for @BillAckman, the future of shareholder activism, and why #ESG makes it more relevant than ever cnbc.com/video/2022/03/30/ke…
Kenneth Squire weighs in on Bill Ackman's decision to stop activist short-selling

Kenneth Squire weighs in on Bill Ackman's decision to stop activist short-selling

CNBC's Leslie Picker and Ken Squire, founder and president of 13D Monitor, join 'Closing Bell: Overtime' to discuss Bill Ackman's letter to investors stating he has retired from activist short-sell...

cnbc.com
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How Impactive Capital could apply #ESG ideas at $SLM #AESG #ActivistSpotlight @LTwolfe cnbc.com/2022/03/26/heres-ho…

Here’s how Impactive Capital could apply ESG ideas at student lender SLM

Investing with an eye toward environmental, social and governance factors is a key concept for Impactive Capital. This is how the concept could unfold at SLM.

cnbc.com
In this week's @CNBC #ActivistSpotlight: Impactive Capital brings a sustainable brand of activism to $VIVO #ESG #AESG cnbc.com/2022/02/12/impactiv…
Impactive Capital brings a sustainable brand of activism to Meridian Bioscience

Impactive Capital brings a sustainable brand of activism to Meridian Bioscience

Impactive recently disclosed a stake in the life science company. The activist fund has built a reputation for its approach toward ESG investing.

cnbc.com
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Activist hedge funds launched 89 campaigns in 2021. Here’s how they fared @CNBC #ActivistSpotlight #ShareholderActivism cnbc.com/2022/01/15/activist…
Activist hedge funds launched 89 campaigns in 2021. Here’s how they fared

Activist hedge funds launched 89 campaigns in 2021. Here’s how they fared

These investors were especially active in the information technology, consumer discretionary and financial sectors.

cnbc.com
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The evolution of #ESG investing. Here's what's next. #AESG #ActivistSpotlight @CNBC cnbc.com/2021/11/06/the-evol…
The evolution of ESG investing. Here's what's next

The evolution of ESG investing. Here's what's next

There's more to sustainable investing than just screening for companies based on ESG factors. Activist funds have a track record of pushing for real changes.

cnbc.com
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Activist investor Starboard could spur $ELAN to step up its profitability #ActivistSpotlight #StarboardValue @CNBC cnbc.com/2021/10/09/activist…
Activist investor Starboard could spur Elanco to step up its profitability

Activist investor Starboard could spur Elanco to step up its profitability

Starboard Value, an activist investor, believes Elanco Animal Health could take a few steps to strengthen its margins.

cnbc.com
Here are two key opportunities for Starboard to improve profitability at $HUN #ActivistSpotlight @CNBC cnbc.com/2021/10/02/two-oppo…

Here are two key opportunities for activist fund Starboard to improve profitability at Huntsman

Starboard Value, which recently took a stake in Huntsman, could institute a more disciplined culture at the chemicals company.

cnbc.com
In this week's @CNBC #ActivistSpotlight: @elliottmgmt is back in the picture at $CTXS. How the investor can help boost the company’s profits cnbc.com/2021/09/18/elliott-…
Elliott Management is back in the picture at Citrix. How the investor can help boost the company's...

Elliott Management is back in the picture at Citrix. How the investor can help boost the company's...

Elliott Management reportedly holds a stake in Citrix of more than $1 billion. The hedge fund has a couple of avenues to improve the company’s margins.

cnbc.com
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In this week's @CNBC #ActivistSpotlight: How Jana Partners could shake up telecom provider $VG in a bid to boost value cnbc.com/2021/09/11/how-jana…

How Jana Partners could shake up telecom provider Vonage in a bid to boost value

Activist investor Jana Partners could look for different routes to improve Vonage’s value.

cnbc.com
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An investor with a flair for tech could push $FISV to the next level #ValueAct #ActivistSpotlight cnbc.com/2021/08/28/an-inves…
An investor with a flair for tech could push Fiserv to the next level

An investor with a flair for tech could push Fiserv to the next level

ValueAct Capital has taken a $1.2 billion position in Fiserv. The financial services tech company is right in the investor’s sweet spot.

cnbc.com
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Starboard helps data center firm $CYXT close its valuation gap via SPAC merger #ActivistSpotlight cnbc.com/2021/08/14/activist…
Activist fund Starboard helps data center firm Cyxtera close its valuation gap via SPAC merger

Activist fund Starboard helps data center firm Cyxtera close its valuation gap via SPAC merger

Cyxtera recently debuted on the public markets through a merger with Starboard Value Acquisition Corp., a special purpose acquisition company.

cnbc.com
In this week's @CNBC #ActivistSpotlight: Large shareholder group calls for a board overhaul at pharma company $CYDY cnbc.com/2021/07/24/large-sh…
Large shareholder group calls for a board overhaul at pharma company CytoDyn

Large shareholder group calls for a board overhaul at pharma company CytoDyn

Paul Rosenbaum, CEO of SWR Corp., is no stranger to shareholder activism. He’s leading a group of investors calling for change at CytoDyn.

cnbc.com
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Impactive Capital collaborates with $ABG to boost profits and improve working conditions for women #ActivistSpotlight #ESG cnbc.com/2021/07/17/activist…
Activist investor collaborates with company to boost profits, improve working conditions for women

Activist investor collaborates with company to boost profits, improve working conditions for women

Impactive Capital has built a reputation for its ESG— or environmental, social and governance – approach toward the companies it invests in.

cnbc.com
This is how Elliott Management could push $DBX to boost profitability #ActivistSpotlight cnbc.com/2021/07/10/activist…
This is how activist fund Elliott Management could push Dropbox to boost its profitability

This is how activist fund Elliott Management could push Dropbox to boost its profitability

Activist investor Elliott Management reportedly snapped up a hefty stake in Dropbox. The hedge fund has a couple of avenues to increase shareholder value.

cnbc.com
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Here's what investors can expect from @BillAckman's $PSTH Universal Music SPAC deal cnbc.com/2021/06/12/heres-wh…

Here’s what investors can expect from Bill Ackman’s Universal Music SPAC deal

Investors in Bill Ackman’s Pershing Square Tontine Holdings – a SPAC – are getting more than just shares of Universal Music Group.

cnbc.com
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