Engine Capital takes a stake in Avantor. Activist sees several ways to create value

Company: Avantor (AVTR) Business: Avantor is a life science tools company and global provider of mission-critical products and services to the life sciences and advanced technology industries. The company’s segments include laboratory solutions and bioscience production. Within its segments, it sells materials and consumables, equipment and instrumentation and services and specialty procurement to customers in…

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Bridgewater Associates sells stake in big Chinese companies

Ray Dalio, founder of Bridgewater Associates LP, speaks during the Greenwich Economic Forum in Greenwich, Connecticut, US, on Tuesday, Oct. 3, 2023. Bloomberg | Bloomberg | Getty Images Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market amid rising geopolitical strains and weakening…

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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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