Investment idea generation.

Blog

Our thoughts.

A Look At A Sometimes Activist [paywall]

This sometimes activist has a hisotry of underpforming 13D campaigns. The one it's pushing the hardest, recently rekindling its thesis, is actually a decent performer. Here's a deeper look at the fund and the target. It's a small, underfllowed, stock that's in need of a catalyst. 

Get this piece and more via Activist Strategy.