Event-Driven Research


Title Date Pages
Closing the book on Tapestry, DXC is running out of things to cut, Don’t sleep on CF’s Tony Will, Kimberly CEO is still a “no” (TPR, DXC, GCP, CF, KMB) 2020-05-29 4
Hatchet burial at Alexion may open a gate, HP taps the brakes on its 325 plan, plenty of good stuff inside Starboard’s “Box,” M&A guidance at Mondelez now tilting upward (ALXN, HPQ, BOX, MDLZ, CFG, HTZ) 2020-05-28 4
Dropbox has a Facebook moment, HP back in action, two more Say on Pay failures, June brings two SpinCo anniversaries (DBX, HPQ, MMSI, BG, SSNC, PRSP, WH) 2020-05-27 4
Elanco shareholders are growling, twisted European web may finally be ready to unravel, activism thoughts for two package deliverers (ELAN, REGN, NESN, FDX, UPS, TCBI/IBTX, TAP) 2020-05-26 4
Protestors seen outside Alkermes, BoSox will have some of what Becton’s having, PENN soaring on Bayou bettors, flat rollers begin to perk up (ALKS, Say on Pay Talk, BSX, PENN, ARNC, CSTM) 2020-05-21 4
No sign of protest seen outside Alexion, Becton mysteriously squirreling away a $3bn nut, Spotify grabs itself a Stern, Hunger Games back on the air at Lions Gate (ALXN, BDX, SPOT, LGF, SYY, HLF) 2020-05-20 4
Dunkin will have to wait, Alexion looks to be dawdling, window talk at DXC and Smuckers, Chipotle edges out Elon (DNKN, ALXN, DXC, SJM, HAIN, MGM, HP, REZI, CMG) 2020-05-19 5
Keeping an eye on Peltz’s toothpaste, Norton cutting its path towards $1.50; Wealthy Czech showing love for struggling U.S. retailers, Elliott 13-F correction (CL, DLTR, NLOK, FL, GRUB, HI, HTZ, SWK, VFC) 2020-05-18 5
13F Analysis (ALKS, Elliott, Eminence, BX, A, Jana, NWL, NAV, Trian, HPQ, ACIW, SERV, FDX, AOS, MDLA) 2020-05-18 6
A possible explanation for the February one-eighty at Dropbox, swap-talk at McKesson, Peltz is keeping busy, volume alert at Marsh McLennan (DBX, MCK, Trian, HI, MMC, STAY) 2020-05-15
Honeywell signals getting louder, Teleflex looking for IPO casualties, DraftKings has shown an explosive burst, Walgreen’s coughing its way into the $30s (HON, TFX, GRUB, DKNG, WBA) 2020-05-14 4
Deal tables waiting on a Grubhub delivery, roster building at NetApp, a refresh at FactSet, Double shot of AMC speculation (GRUB, NTAP, FDS, BHC, CVLT, AMC Deal Talk) 2020-05-13 4
Elliott re-news Alexion attack on eve of AGM, PNC looks to spin BlackRock into gold, Cornerstone turns the page, David Simon is on fire (ALXN, PNC, CSOD, SPG, PENN, SPAC Talk, CCOI) 2020-05-12
Czeching a 13-D box at Macy's, Coty snags an elephant, back to the future at Xilinx, Motorola back at ground zero (M, COTY, XLNX, Saunders, MSI, BAM, BLMN) 2020-05-11
Elanco falling farther behind, a wobbly day at ServiceMaster, Teradata finds its new play-caller, elephant talk at Extended Stay (ELAN, SERV, TDC, BHC, BAM, STAY, IVZ, OSK) 2020-05-08 5
A “mic-drop” at Danaher, FLIR shows off its fever-fighting skills, Elliott on point at CenterPoint, Alexion having a hard time picking up wins (DHR, HOG, FLIR, CNP, LAUR, ALXN, MD, CNHI) 2020-05-07 5
Keeping tabs on the Infrastructure Bet, new Marathon boss resembles an activist, a painful reset at WestRock, Voya pounces on its own shares (MLM, MPC, WRK, SYY, VOYA, ACHC, NSP) 2020-05-06 5
Writing a different prescription for Walgreen’s, don’t overlook XPO’s slingshot potential, Clorox disinfects its succession plan (WBA/ABC, XPO, CLX, ALXN, WLK, LB) 2020-05-05 4
Phillips M&A script now includes “whole companies,” time to power down the nVent two-year talk, waiting for search results from Teradata (PSX, NVT, TDC, Airlines, CPG Dividend Talk) 2020-05-04 4
New Western Digital CEO throws a haymaker, Bausch conversation now includes “urgency,” Ryder becomes a prospect, Textron has been through worse (WDC, BHC, FTV, R, TXT, TAP, CVET) 2020-05-01 5

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