Event-Driven Research


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Title Date Pages
Something to “Crow” about in building materials, Crown Castle gets a knock, Box continues to deliver for Starboard, Gordon Crawford won’t give up on Lions Gate (BLDR, Low Premium Mergers, CCI, CLDR, BOX, VNE, LGF) 2020-08-27 4
Benioff won’t be dealing in this environment, Five percent days piling up at Elanco, Anaplan finds its stroke, moldy fruit salad spoils HAIN’s day (CRM, ELAN, PLAN, SJM, HAIN) 2020-08-26 4
Haemonetics needs more than an FDA band-aid, FirstEnergy can't get started, GFL fires back (HAE, VFC, FE, GFL, PNR, HAIN) 2020-08-25
Sprinkling Gap with some LULU dust, AGCO anoints its new Deere hunter, Ingevity stays at home with CEO hire, Qiagen steers clear of the Sommerloch (GPS, AGCO, NGVT, QGEN, STRA) 2020-08-24
Dusting off an age-old JNJ question, no sign of arm wrestling at NVIDIA, Elanco has a new fan, keeping an eye on Archer-Daniels (JNJ, NVDA, ELAN, ADM, STAY, AC-FR, ATGE) 2020-08-20 5
New Trian “enigma” requires a codebreaker, JNJ adds more “Mo” to its portfolio, not much to see at Agilent, a pinball wizard sighting at Lowe’s (Trian, MNTA, A, LOW, ACIW, ROL) 2020-08-19 4
Noise building at General Motors, Advance Auto lifted by a rising sea, eyeing Ted Wechsler's DaVita bet, time for the drug wholesalers to say "yes" 2020-08-18
13F Analysis (HPQ, SEE, Trian, WELL, CCI, JBLU, ATGE, TXT, ALKS, ON, SYF, VVV, CDK) 2020-08-17
Elanco smells smokier, watching for a new character to emerge at Viacom, antennae up again at Kroger, keeping tabs on the other Vivint 2020-08-14 5
Thermo turned back in Europe, We're ready Nelson, Tapestry shares its "Zeitlin" plan, Why did Newell hire this guy? 2020-08-13
Premier Inc cleans up its act, a special sit finally gets rewarded, ValueAct takes a seat at LKQ, eyeing MGM through a Liberty/Sirius lens (PINC, HDS, Splits, LKQ, CVET, IAC, MGM) 2020-08-12
HD Supply SpinCo is going home, Jackson plan moves forward at Prudential, snippet of Koch-talk at ON, Happy Birthday Fred Smith (HDS, PRU, MGM, ON, ACM, WSC, FDX) 2020-08-11 5
FLIR Systems digging a hole for itself, Roper stepping up in weight class, CoreLogic puts ICE deal to work, Diller grabs the dice (FLIR, ROP, CLGX, WU, YELP, IAC, MGM, FLT, DBX, MHK) 2020-08-10
InterContinental goes ballistic in mortgages, SolarWinds floats a breezy breakup idea, Summer update for the DXC family, Calling 'No Bueno' on KSU story (ICE, SWI, DXC, PRSP, TDC, SERV, UFS, KSU) 2020-08-07 5
Bausch ready to carve off its Lomb, Nuance Family doing quite well, grave diggers aren't needed at Hillenbrand, Apollo does it again (BHC, TDOC, NUAN/CRNC, NOMD, HI, BERY, ACHC, ADT/RXT) 2020-08-06 5
Two Covid darlings get hitched, money transferors aren't talking deals, Evergy goes green, Valvoline prodded, the real Chuck Norris stands up (TDOC/LVGO, WU/MGI, EVRG, ABC, MIDD, GE, VVV, AMCX, Inclusive Cap, FRPT, EMR/ROK) 2020-08-05
Crunch time at Qiagen, teasing a Speedway-like ending at Aecom, Strategic Education getting taught a lesson, taking stock of Trian's bandwidth (QGEN, ACM, MPC, STRA, Trian, AVT, NSP) 2020-08-04 5
Varian finally gets that long-awaited knock, KC railroader has a bad poker face, TMT deal-making heating up, XPO needs to get its story straight (VAR, KSU, TMT M&A, XPO, CLX, TSN, CCI, MPC, Pet Talk) 2020-08-03
A Hunter Harrison vibe has UPS flying, Growth driver at Teleflex draws some unwanted attention, Molson’s European question remains unanswered, Peggy Sue bids adieu (UPS, TFX, TAP, PEG, ALXN) 2020-07-31 4
No more reason to storm the (Crown) castle, another Septuagenarian flashing M&A skills, GM spin talk is now electric, Expectations are being shattered in consumer-land (CCI, CCC, GM, ORLY, HBI, ROL, LB, LAUR, LIVN) 2020-07-30 5

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