from Breakingviews:

Amgen boss makes a prime breakup target

October 22, 2014

By Robert Cyran

The author is  a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

Hertz gears up for another financial spin

August 21, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Discounters’ $20 bln deal may spark M&A price war

July 28, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Sony brush-off won’t end Dan Loeb campaign

August 6, 2013

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Dan Loeb‘s breakup plan deserves Sony’s ear

May 14, 2013

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Replacing P&G boss may be Bill Ackman’s best hope

July 13, 2012

By Robert Cyran
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Ackman gets closer to permanent capital grail

April 19, 2012

By Neil Unmack and Jeffrey Goldfarb
The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Bill Ackman looks decidedly closer to the holy grail of permanent capital. The founder of activist U.S. hedge fund Pershing Square Capital Management is planning a London-listed vehicle with a market value of at least $4 billion. That would dwarf other public funds, many of which trade at a big discount to net asset value. Ackman’s scale, plus some fee sweeteners, may give him an edge. And his focus on easily priced bets could minimize the NAV problem.

from Breakingviews:

Yahoo activist hasn’t yet earned four board seats

February 28, 2012

By Robert Cyran

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Activist investors embark on fight of their lives

March 30, 2011

Activist investors generally prefer to be on the attack. So it's odd to see them on the back foot, fighting to preserve an important arrow in their quiver. The Securities and Exchange Commission is weighing whether to curb uppity shareholders from quietly building stakes in companies. The battle should kick into high gear this week when the merger world's top lawyers and bankers hold their annual confab in New Orleans.

from Breakingviews:

Activist shareholders are back for good reason

March 3, 2010

Activist shareholders are back -- and for good reason. As the proxy season heats up, pot-stirrers like Carl Icahn and Ron Burkle are raising a fuss at companies from biotech Genzyme  to bookseller Barnes & Nobl. Easy pickings from the credit bubble bursting may be gone. But the activists remain a formidable bunch.