News

The pandemic gave Minnesota workers power. Now employers are taking it back.
Return-to-work policies are the latest sign employees have diminishing bargaining power in an uncertain labor market.
With the T-Mobile Deal Nearing Completion, US Cellular's Value Sits Largely in Cash
US Cellular is nearing completion of the sale of its wireless operations and most of its spectrum licenses to T-Mobile, Verizon, and AT&T. These agreements follow a path we've long prescribed for US ...
Law Firms Win When Shareholders Go to War With Their Companies
Activist shareholders can make things difficult for the companies they target. But they represent a significant source of ...
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Macau ops can do better on returns to shareholders, amid record board payouts: CLSA
Despite “record-high total board emolument” in aggregate at Macau’s six casino concessionaires in 2024, sector “earnings, ...
Intesa Sanpaolo: Italian Savings Powerhouse
We believe that Intesa Sanpaolo has a fair value estimate of EUR 4.50 per share, equal to 1.7 times Intesa's 2024 tangible book value and 9 times the earnings per share we estimate Intesa will record ...
Semler Scientific: Still A Cheap Proxy For Bitcoin's Surge
Semler Scientific remains a high-leverage Bitcoin proxy, trading near BTC NAV. Click here to find out what makes SMLR stock ...
Starboard takes a stake in Tripadvisor. How the activist may bolster value
Starboard is a very successful activist investor and has extensive experience helping companies focus on operational ...