Activist Carronade spots a hidden gem in Viasat’s business. How the firm may unlock value

Viasat offices are shown at the company’s headquarters in Carlsbad, California, on March 9, 2022. Mike Blake | Reuters Company: Viasat Inc (VSAT) Business: Viasat is a global communications and defense technology company that operates at the intersection of secure communications, global connectivity, as well as aerospace and defense technology. The company operates in two…

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How activist Elliott can help Global Payments lift its share price

Thomas Fuller | SOPA Images | Lightrocket | Getty Images Company: Global Payments Inc (GPN) Business: Global Payments is a payments technology company delivering software and services to its customers globally. Through its Merchant Solutions segment, it provides payments technology and software solutions globally to small-and-medium sized businesses and select mid-market and enterprise customers. It…

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Starboard takes a stake in Tripadvisor. How the activist may bolster value

The Tripadvisor logo is displayed on a tablet. Mateusz Slodkowski | Sopa Images | Lightrocket | Getty Images Company: Tripadvisor (TRIP) Business: Tripadvisor is an online travel company. It leverages its brands, technology, and capabilities to connect its global audience with partners through content, travel guidance and two-sided marketplaces for experiences, accommodations, restaurants and other…

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