oonal/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Sifting the World's Chris DeMuth Jr. discusses value investing and his top thoughts for the new year (0:25). 2 stocks: Willis Lease and FTAI Aviation (3:00). Relevant risks and metrics (6:50). California First Leasing possibly misunderstood (9:15). Gambling and activist investing (12:20). Healthcare and AI (35:50). Transcript Rena Sherbill: Chris Demuth Jr., who funnily enough, it's been exactly two years since we'v ...

Boaz Weinstein, who runs Saba Capital Management, has become a vocal critic of several UK-listed investment trusts over the past year - Jeenah Moon/Bloomberg A Wall Street tycoon has threatened to sue one of the UK’s largest investment trusts for reducing its stake in Elon Musk’s SpaceX. Boaz Weinstein, who runs Saba Capital Management, said the partial sale of Edinburgh Worldwide Investment’s “crown jewel” interest in Mr Musk’s rocket company “appears to defy commercial logic”. Edinburgh Worldwide Inve ...

Core Viewpoint - Target Corporation is facing increased scrutiny from activist investors due to a significant sales slowdown that has negatively impacted shareholder value this year [1] Group 1: Activist Investor Involvement - Activist hedge fund Toms Capital Investment Management (TCIM) has built a meaningful stake in Target, indicating rising impatience with the company's prolonged underperformance [1][2] - TCIM's history of pushing for strategic changes is highlighted by its recent investment in Kenvue ahead of its $48.7 billion sale to Kimberly-Clark Corporation [2] Group 2: Financial Performance - Target's stock has experienced a decline of over 27.56% year-to-date, reflecting three consecutive quarters of falling comparable sales [3] - Despite a recent 3.1% increase in stock price following the news, the overall performance has lagged behind peers for several months [3] - The stock has gained 8.06% over the past month, indicating some recent momentum [6] Group 3: Management and Strategy - Target appointed veteran executive Michael Fiddelke in August to drive growth amid challenging economic conditions, suggesting that execution is critical for recovery [4] - The company is navigating stretched household budgets and tariff uncertainties, which are impacting its performance [4] Group 4: Valuation Metrics - Target's stock is currently trading at 13.23 times forward adjusted earnings and 0.43 times sales, both of which are at discounts to industry averages and the company's own five-year multiples [7] - The market appears to demand evidence of sustainable growth before considering a rerating of the stock [7]

Nelson Peltz is the father of Nicola Peltz, the American actress married to Brooklyn Beckham Nelson Peltz, the Wall Street billionaire, has spearheaded a $7.4bn (£5.5bn) deal for one of the City’s biggest fund managers. The activist investor’s Trian Fund Management has taken over UK-based Janus Henderson alongside General Catalyst, a Silicon Valley-based venture capital group that has previously backed the likes of Deliveroo and Monzo. The Qatar Investment Authority and Sun Hung Kai, a Hong Kong-based ...

Lululemon Athletica Inc. (NASDAQ:LULU) shares are riding high, advancing nearly 3% over the last week, on news of activist involvement and an earnings beat, but a key fundamental indicator suggests the retailer’s operational health remains fragile.Quality Metric TumblesWhile legendary investors Michael Burry and Paul Singer's Elliott Investment Management pile in, Benzinga Edge’s Stock Rankings‘ quality” score for the stock has dropped week-on-week, flashing a warning signal beneath the hype.Lululemon’s Qua ...

jetcityimage/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Activist investor Elliott takes over $1 billion stake in lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16) This is an abridged transcript. Elliott Investment Management has taken a stake in lululemon Athletica (LULU). ...

Activist hedge fund Elliott Management has built a stake of more than $1 billion in Lululemon Athletica, positioning itself as one of the athletic apparel maker's largest shareholders as it pushes for... ...

Core Insights - Activist investor Elliott Management is nearing a settlement with PepsiCo, indicating ongoing engagement between the two parties [1] - Elliott holds a $4 billion stake in PepsiCo and advocates for strategic changes to enhance share price and competitiveness [2] - PepsiCo's CEO acknowledges the constructive nature of discussions with Elliott, agreeing on the undervaluation of shares [3] Engagement and Demands - Elliott has called for a review of PepsiCo's North American bottling network, suggesting a decentralized model to improve margins [4] - The investor also recommends divesting non-core assets and increasing innovation in flagship brands [5] Financial Performance and Strategic Response - PepsiCo faces pressure as sales growth slows, with a recent revenue increase of only 1.3% and declining volumes in North American snacks and beverages [6] - The company is implementing cost cuts, closing two manufacturing plants, and reducing product lines by approximately 15% [7] - PepsiCo is also preparing to relaunch Gatorade and introduce new products like Propel, reflecting a shift in consumer preferences [8] Elliott's Broader Activism - Elliott manages over $70 billion in assets and has been active in various companies, including a recent $5 billion stake in Honeywell [10] - The firm is known for its aggressive campaigns, including a long-standing dispute with Argentina over defaulted bonds [11]

Group 1 - The 13D Activist Fund reported a Q3 2025 return of 8.88%, underperforming the Russell 2000 Index which returned 12.39% [1] - The Russell 2000 outperformed the S&P 500 by the largest margin in three years, with returns of 12.39% compared to the S&P 500's 8.12% [1] - The fund expressed satisfaction with its performance but acknowledged the need for improvement relative to the market [1] Group 2 - Workiva Inc. (NYSE:WK) was highlighted as a key investment, with a one-month return of 5.95% and a 52-week loss of 8.65% [2] - As of December 03, 2025, Workiva Inc. had a stock price of $92.08 and a market capitalization of $5.168 billion [2] - The fund noted that Irenic Capital, an activist investor, has been involved with Workiva Inc. and focuses on strategic activism, including recommendations for spinoffs and sales of businesses [3]

The UK investment trust sector has seen two big activist stories this week - the collapse of an infrastructure mega-merger, and the return of US activist Saba to the headlines. It's all part of an ongoing tidying-up process. https://t.co/OUjwotuKDW ...