Adam Kommel

Activism data at Bloomberg. Previously Columbia Business School and Activist Shorts Research.

[Mengqi Sun @_MengqiSun]

~personal news~ I've joined Bloomberg to cover Activist Investor! Reach out to me about shareholder activism, proxy battles and related situations. [email protected] or 646-617-3526
https://t.co/p9SXbwOsfJ

[Adam Kommel @adamkommel]

Vivek Ramaswamy files 13D on Buzzfeed $BZFD: "The Reporting Person will seek to engage in a dialogue ... about numerous operational and strategic opportunities to maximize shareholder value, including a shift in the Company's strategy." https://t.co/VUqxpeJoGi

[Adam Kommel @adamkommel]

Long (and must) read on Elliott's Jonathan Pollock

[The Activist Investor @activistinvestr]

Elliott’s Coolheaded Copilot (Institutional Investor) https://t.co/Zrl6PGVeFz

[Adam Kommel @adamkommel]

"Fink about it”: https://t.co/0f0MxhdPgW

[Adam Kommel @adamkommel]

Disney files 8-K: Peltz received 370m votes, lowest management nominee received 749m https://t.co/9hKtgx61ia

[Adam Kommel @adamkommel]

MAP QUAKE <GO>

[Adam Kommel @adamkommel]

"elected by a substantial margin"

[Adam Kommel @adamkommel]

Disney confirms all management nominees elected https://t.co/rfKLbfIKZ0

[Adam Kommel @adamkommel]

Disney AGM livestream starting at 1pm EDT / 10 am PDT https://t.co/rfKLbfIKZ0 $DIS

[Adam Kommel @adamkommel]

Vanguard voting Disney, per @crystalttc and @tgbuckley

[Adam Kommel @adamkommel]

$MASI proxy accidentally makes it impossible to nominate directors: "If you wish to submit a proposal that is not to be included in the proxy materials ... no later than March 12, 2024, but no earlier than April 11, 2024." https://t.co/YR98nnzKP1 (this is a joke, clearly a typo)

[Adam Kommel @adamkommel]

A Big Disney Fight Isn’t Nelson Peltz’s Only Drama https://t.co/OlyH8Gg9hr

[Richard Bernstein @CrystalAmberRB1]

When does 7+4= 2.6? In 2017, when Aberdeen and Standard Life merged, the market cap was £11 billion. Now it's £2.6 billion. With a dividend yield of 10% and a £145 million short by hedge funds, abrdn looks like a prime activist target for a break up.
https://t.co/MeToNYsaKS

[Adam Kommel @adamkommel]

https://t.co/RbjI5LjmNM

[Adam Kommel @adamkommel]

13D filed at penny stock with $4k market cap. Source and Amount of Funds or Other Consideration: Parents Allowance. (Stake is worth $300).

[Wolfpack Research @WolfpackReports]

1/ Just published our thoughts on $RILY's 4Q23 earnings report on Bloomberg for those of you with access to the Terminal. For those who don't, here's the same information in a thread:

[Bloomberg Deals @BloombergDeals]

In today's Bloomberg Deals, activism is taking hold in Australia, plus opposition to Swisscom's bid for Vodafone's Italian business and a Galderma IPO soon @HarryBrumpton and Sarah Gill https://t.co/EPY0bmzwkN

[Boardroom Alpha @boardroomalpha]

$RBA director Ann Fandozzi resigns with scathing resignation letter

https://t.co/tch4qquZ3H

[Yiqin Shen @yiqinsh]

Some fascinating colors buried in a 3-hr podcast, so I dug it out here: Elliott targeted Pershing Square in 2017, when Paul Singer’s firm privately tried to force fellow activist Bill Ackman to liquidate his listed company. h/t @adamkommel
https://t.co/PzRKaUJsd1 via @wealth

[Adam Kommel @adamkommel]

@BillAckman discloses that in 2017 Elliott Associates took a large stake in Pershing Square Holdings, shorted the underlying securities, then privately urged Ackman to liquidate -- this was not publicly known until now
https://t.co/rOK5akpeHe

[Bill Ackman @BillAckman]

Thank you @lexfridman! I had a great three-hour conversation with Lex. I don't normally get nervous before interviews, but I wasn't sure how I could fill the time. Lex made it easy. I hope you enjoy it.

The @X link to the interview cuts off at 3 hours with 26 minutes remaining. Perhaps @lindayaX can fix this.

In the meantime, please use this @YouTube link:

https://t.co/Y6Ulfz30FJ