activist investing

Warren Buffett slashed Amazon stake 77% while Bill Ackman increased his position 65%, signaling divergent views on the tech giant despite both maintaining bullish outlooks.

Norwegian Cruise Line appoints five board members backed by Elliott Management, ties CEO pay to stock performance, and launches Norwegian Luna ship.

Activist investors push for CEF board changes to narrow trading discounts. Investors should focus on undervalued equity CEFs rather than betting on activism outcomes.

Six Flags stock rallies 9% as Jana Partners joins other activists pushing for sale or go-private deal, though debt burden remains severe constraint.

GAMCO Investors launches activist campaign against Saba Capital's underperforming closed-end funds, nominating board candidate to unlock shareholder value.

Major M&A wave reshapes industries: Danaher acquires Masimo for $9.9B, Devon completes $21.4B energy merger, while Starboard pressures TripAdvisor toward sale.

Elliott Management acquired 10% of Norwegian Cruise Line Holdings, planning board restructuring and cost cuts to boost EBITDA margins from 36% to 45%, potentially doubling stock price.

Elliott Investment Management takes 10% stake in Norwegian Cruise Line, launching activist campaign to overhaul management and cut bloated expenses lagging competitors.