1. Jeffrey Smith

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    2. Starboard Value Sees Big Return in this Infrastructure Play Even After Activist Campaign Hits a Snag

      Starboard Value Sees Big Return in this Infrastructure Play Even After Activist Campaign Hits a Snag
      Starboard Value hit an unexpected stumbling block in its activist campaign in AECOM when one of the hedge funds members quit the infrastructure companys board of directors over the summer. Peter Feld quit the AECOM board in protest of CFO Troy Rudds promotion to chief executive officer in June...
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    1. We believe management should immediately and clearly articulate how it intends to deliver value from these investments to Yahoo shareholders in the most tax-efficient and expeditious manner.
      In Yahoo Activist Starboard Draws in Smaller Investors
    2. Focusing on acquisitions has not worked.
      In Yahoo CEO Mayer in Familiar Hot Seat Amid Starboard Push
    3. The proposed Red Lobster separation is not just a sub-optimal outcome, but one that may prove to be value destructive - potentially even worse for shareholders than the status quo.
      In Investor to Darden: Keep Red Lobster!