Search Results

• 

  Market Fails to Grasp Officemax Deal; Special Opportunity Open

  Published: September 13, 2013

  OMXODPSPLSCOSTAMZN

  Special situation: merger between OMX and ODP enhances competitive position and unlocks value; deal risks overblown; Valuation obscured by "hidden" assets and "phantom" liabilities.

  Read More »

• 

  VIC Special: Should Smithfield Be Sold Whole or in Parts?

  Published: July 18, 2013

  SFDODP

  Starboard sent a 16-page letter to Smithfield's board in June, stating the case for taking apart the pork giant. That communication also disclosed the size of Starboard's holdings in Smithfield. Notably, though, Starboard didn't reject a marriage with Shuanghui International.

  Read More »