Hi all
I've recently been reading about activism and since I am not familiar with all past and current campaigns, would like to know if you have read some white papers that you found particularly interesting or that contain relevant or creative analyses
e.g. I have just read the Nestlé/Third Point and BHP/FTI ones
Any others you would recommend reading ?
Many thanks !
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If you're interested in tech, I found the following pretty interesting: SQN's presentation to Yelp Elliott's letter to eBay
Starboard value has some good ones
Here’s Bristol Myers
https://www.starboardvalue.com/wp-content/uploads/Starboard_Value_LP_In…
Starboard’s about Darden Restaurants and Advanced Auto Parts are both good ones
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