Event-Driven Research


Title Date Pages
Xerox Quits!, Slippage finding its way onto spinoff calendar, Danaher theft is complete, another crack at Infrastructure Week (XRX, HPQ, Spin Calendar, DHR, ERI, VMC, MLM) 2020-04-01 5
Carnival sounds the alarm, Envestnet plays it safe, HOG settlement lacks sizzle, Axalta finally calls it quits (CCL, ENV, HLF, HOG, AXTA, CVLT, BWA) 2020-03-31 4
Tegna process goes off the air, poison pills becoming a drug of choice, PENN visits the pawn shop, Ackman coaching tree sprouts another branch (TGNA, TPX, PENN, BK, UTX, CRCL, XRX, HPQ) 2020-03-30 5
Williams' offers a non-threatening answer, Molina appears to get a second chance in Texas, SYNNEX hits pause on breakup, busy split schedule ahead (WMB, FLR, MOH, SNX, MSG, ARNC, UTX, APY) 2020-03-26
Phillips 66 won’t be paying up, airline lobbyists earn their pay, ADS passes its stress test, lots of card talk (PSX, OXY, Airlines, ADS, SYF, DFS, GDOT, TWOU) 2020-03-25 5
A silver lining in Twitter update, Axalta can’t call it quits, lots of dividend talk, a Wintertime RMT that can’t thaw out (TWTR, AXTA, Dividend Talk, APY) 2020-03-24 4
The gloves stay on Occidental, airline request for upgrade is denied, MGM plays it safe, a quick hook at CNH (OXY, Airlines, MGM, CNHI, T, DBX, BOX, ACHC, ADS) 2020-03-23 5
Occidental boss throws a Hail Mary, XPO scrubs review, auto renters running out of road, is that smoke over Williams? (OXY, XPO, CAR, HTZ, DK, CVI, WMB, EBAY) 2020-03-20 5
Impala takes credit for Boss Hogg firing, Blackstone shows off its iron jaw, "open minded" words from Starboard at eBay (HOG, BX, EBAY, ARMK) 2020-03-19
FedEx avoids another crash landing, Marathon drags two questions across the finish line, Tegna gets a divine offer, Aramark getting pressured on multiple fronts (FDX, MPC, TGNA, XPO, NAV, ARMK, ATI) 2020-03-18 5
Airlines have fifty billion reasons to worry, HD Supply still on schedule, FleetCor looks for a W on comp, PENN can’t catch a break (Airlines, HDS, DD, FLT, PENN) 2020-03-17 4
Greetings from Thunderdome, an impala now charging a hog, Lockheed climbs the tower for its next CEO, closing the circle at Macerich (HOG, ARMK, LMT, MAC) 2020-03-16 4
Full steam ahead for Starboard at eBay, UPS finds its next CEO in the boardroom, Activision googles up a succession plan, NBA suspension talk (EBAY, UPS, ATVI, MSG, OXY, MPC, NAV) 2020-03-12 5
Things are never simple at DXC, the Saudi hammer falls on OxyDarko; JetBlue doesn’t see consolidation on its radar, Insider buying in the headlights at KAR (DXC, OXY, CLDR, JBLU, PEP, KAR, TOL, TMO, AMCR) 2020-03-11 5
Activism should feast on the wreckage, gate is open at FedEx, two paths now open at Twitter, Tapestry holding on to its in-house activist (LKQ, FDX, TWTR, TPR, SYNH, WCC, BERY, SJM) 2020-03-10 5
Aon is what Willis has been talking about, Don’t sleep on FactSet’s comp tweak, Chase is on at Tegna, shock and awe in oil (TWTR, WLTW/AON, FDS, TGNA, WCC, Oil Talk) 2020-03-09 5
Dorsey won’t be tweeting from Africa, tickets to MSG breakup now going for $250, Gap gets on base with a Syngal, Canon-fire aiding TeamHP’s defense (TWTR, MSG, GPS, NXPI, WDC, HPQ, CTXS, HRB) 2020-03-06 5
The other HP has issues that need addressing, Starboard may be headed home from Roanoke, SLM turns the page, Guidewire tripped up in the cloud (HPE, AAP, SLM, GWRE, BERY, WCC, UNVR) 2020-03-05 5
No reason to sweat the little stuff at Centene, a good "out" at Dollar Tree, dominoes falling at Laureate, KKR bulking up at Dave & Busted (CNC, DLTR, TPX, SYY, LAUR, CVX, PINC, PLAY, LIVN) 2020-03-04
Persistence pays off for Thermo, watching JAZZ through a different prism, day one at the new Ingersoll, Newell comes down with a PwC cough (QGEN, JAZZ, IR, TT, NWL, CVX, ADS) 2020-03-03

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