Investor Tribeca presents Glencore with ideas to raise shareholder value

An employee stands by a logo for Glencore Agriculture in Glencore Plc’s offices in Rotterdam, Netherlands. Bloomberg | Bloomberg | Getty Images Company: Glencore PLC (GLEN-GB) Business: Switzerland-based Glencore PLC produces and markets a diverse range of metals and minerals, including copper, cobalt and zinc. It also markets aluminum/alumina and iron ore from third parties. … Read more

Carl Icahn gets two seats on JetBlue’s board. Here’s how he may help build value

JetBlue Airbus A321LR is displayed at the 54th International Paris Air Show at Le Bourget Airport near Paris, France, June 20, 2023.  Benoit Tessier | Reuters Company: JetBlue Airways (JBLU) Business: JetBlue is a New York-based airline company serving over 100 destinations across the United States, the Caribbean and Latin America, Canada and Europe. JetBlue … Read more

How activist Rubric Capital may help enhance shareholder value at Xperi

A hand changing television channels with the remote control. Manuel Breva Colmeiro | Moment | Getty Images Company: Xperi (XPER) Business: Xperi is a technology company that develops software solutions and has the following four main business segments. First, there’s pay-TV, which provides backend software for internet-enabled cable boxes. There is the consumer electronics segment, … Read more

World’s largest hedge funds record bumper year of profits

Signage for Citadel Investment Group LLC hangs outside their office in Chicago, Illinois, U.S. Bloomberg | Getty Images The world’s top hedge funds raked in record profits last year amid a resurgence in stock markets, new analysis showed. The 20 leading funds made $67 billion in investor profits in 2023, up from the $65 billion … Read more

How ValueAct may help boost margins at this Japanese medical device company

Dobrila Vignjevic | E+ | Getty Images Company: Nihon Kohden   Company: Nihon Kohden (6849.T-JP) Business: Nihon Kohden is a Japan-based company engaged in the research, development, manufacture and sale of medical electronic equipment, as well as the provision of maintenance and repair services. The company offers a wide array of devices to aid with … Read more

How activist Elliott could build shareholder value amicably at Phillips 66

A vehicle refuels at a Phillips 66 gas station in Rockford, Illinois, U.S., on Monday, July 29, 2019. Daniel Acker | Bloomberg | Getty Images Company: Phillips 66 (PSX) Business: Phillips 66 is an energy manufacturing and logistics company. It operates through the following segments: midstream, chemicals, refining, and marketing and specialties. The midstream segment … Read more

One of the most resilient real estate areas

Blackstone, the biggest owner of commercial real estate in the world, is placing its bets on the student housing rental market as demand surges worldwide. “Student housing is, I think where the opportunity is most specifically generating a lot of strong cash for us and our investors,” as universities seek more accommodations to satisfy growing … Read more

Invoice Ackman amplifies RFK Jr on Covid vaccines

Invoice Ackman Scott Mlyn | CNBC Invoice Ackman mentioned in 2021 that delaying Covid vaccinations for older People “looks as if genocide.” Right this moment, the influential hedge fund chief and investor is amplifying the debunked anti-vaccine views of Democratic presidential candidate Robert F. Kennedy Jr. Ackman is just not denying his change. Actually, he … Read more