Jeff Smith

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...

Anything but bitcoin. The cryptocurrency got little love at CNBC’s Delivering Alpha conference Tuesday, with JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon calling it “fraudulent” and Saba Capital Management CIO Boaz Weinstein attributing its rise to nothing beyond FOMO....

Major activist hedge funds have formed a lobbying group called Council for Investor Rights and Corporate Accountability (CIRCA) to promote shareholder activism across the country. The announcement comes as presidential candidates Hillary Clinton and Bernie Sanders have been voicing against activist...

Jeff Smith is an activist investor and CEO of Staboard Value. His firm also holds a major stake in Yahoo! Inc. (NASDAQ: YHOO) and has already declared an activist battle against the firm. Speaking to CNBC, Smith said a major grievance against Yahoo was the fact the company has an established...

Yahoo! Inc. (NASDAQ: YHOO) is said to meet activist hedge fund Starboard Value next week as part of its efforts to avoid a proxy battle, according to a New York Post report. Starboard CEO Jeff Smith is demanding a sale of the company and gearing up for a proxy battle. In a letter to Yahoo board...

There has been a heated debate on Wall Street as to whether activist investors are beneficial to both shareholders and companies. Over the past few years, activist investing has taken off, with several big name players pushing for change at some of the world's largest companies. While some argue...

Since July's Delivering Alpha Conference when Starboard Value suggested a REIT, Macy's, Inc. (NYSE: M) has declined 17.5 percent. Morgan Stanley's Kimberly Greenberger took issue with Starboard's forecast that Macy's could rise to $125 with a REIT spinoff, noting that it is more likely to gain to...

On Monday, Bank of America Merrill Lynch (BofA) analyst Lorraine Hutchinson published a research note, "To REIT or Not To REIT," raising the firm's target price for venerable department store owner and operator Macy's, Inc. (NYSE: M) from $68 to $78 per share. BofA believes that management...

Ryan Craver was recently a guest on #PreMarket Prep, a daily trading idea radio show hosted by Joel Elconin and Dennis Dick. Shares of Macys, Inc. (NYSE: M) traded higher this week after Jeff Smith of Starboard Value Management said the fashion and accessory retailing giant could unlock tremendous...

The fifth annual Delivering Alpha conference kicked off this morning in New York, and today’s conference lineup includes Pershing Square Capital Management’s Bill Ackman, Elliott Management’s Paul Singer, Trian Fund Management's Nelson Peltz and Icahn Enterprises LP (NASDAQ: IEP...

Love them or hate them, activist investors have been making their presence known over the past five years, and it looks like 2015 will be no exception. This week, Trian Fund Management LP, led by activist investor Nelson Peltz, squared up for a standoff with E I Du Pont De Nemours And Co (NYSE:...