A busy year for shareholder activism

Feel like activist investors have been everywhere this year? That's because 2018 has been the busiest year on record for shareholder activism, with more campaigns launched and more board seats won than ever before. Scott Deveau breaks it down in our look at activism in 2018, featuring the return of Carl Icahn. https://lnkd.in/dr9rvUu

Dell's reverse merger triggers an M&A brawl that pulled in activist investors including Carl Icahn, raised questions over private company valuations and led to accusations from some shareholders that Mr Dell and Silver Lake were playing hardball in the brutal talks around the DVMT deal to squeeze every cent they could get for themselves. The world's largest private tech company is set to be public again! #reversemerger #mergersandacquisitions #Dell

Carl Icahn has made a fortune selling railcars not once, but twice, in the latest deal scoring a 423% return on his investment in ARI. https://bit.ly/2C6jrS4

Hedge fund billionaire Dan Loeb slams Nestle's 'muddled' strategy - CNN Money His activist fund, Third Point, took a $3.5 billion stake in Nestle a year ago, saying it would push for a new strategy to help the company improve its sales and profitability. Nestle, which has a market value of around $235 billion, has since made some moves to address investors' concerns. It set new a profit target in September and agreed to offload more than 20 of its US candy brands in January.

Like many breakups following a proposed marriage that has been called off by one of the partners, it appears the relationship between Fujifilm Holdings and Xerox Corp., at least for the time being, continues to get uglier.