jcapitalresearch
What’s New In Activism – Salesforce Not Out Of Trouble YetElliott Management welcomed Salesforce Inc (NYSE:CRM)’s strong fourth-quarter results but said the cloud-software giant needs to do more on the governance front to ensure “proper” oversight. Wednesday afternoon, Salesforce posted better than expected revenue and adjusted operating profit for the fiscal fourth quarter ended January in an earnings report that also announced a doubling of the company’s share buyback plan to $20 billion. Q4 2022 hedge fund letters, conferences and more Shortly after, Elliott put out a statement saying the S...
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What’s New In Activism – TCI Fund Management At AlphabetGoogle’s parent company Alphabet Inc (NASDAQ:GOOGL) faces pressure from activist TCI Fund Management to take action to cut costs. Q3 2022 hedge fund letters, conferences and more "The company has too many employees and the cost per employee is too high. Management should publicly disclose an EBIT margin target, substantially reduce losses in Other Bets and increase share buybacks," the statement argued. The activist stated Google's Search business has high operating leverage and is not labour intensive. It further highlighted total expens...
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