Jonathan Wu 10/17/23 Jonathan Wu 10/17/23 Hostile Activity - Tracking CHH and WH on Social Media (Day 1 Morning - Afternoon) Read More Jonathan Wu 11/20/21 Jonathan Wu 11/20/21 A Snapshot of the Investor & PubCo Landscape Heading Into 2022 (Stakeholder Activism, Elliott’s Standstill, Singer and Fink, Penner Out, Universal Proxy Cards, and the “S” in ESG at ATVI) Read More Jonathan Wu 10/22/21 Jonathan Wu 10/22/21 Why Did RCI Remove Edward Rogers From His Chair Role, but Not From His Director Role? Read More Jonathan Wu 10/9/21 Jonathan Wu 10/9/21 BlackRock Gives Up Its Votes Where Viable, but Do Institutional (40% of $4.8 Trillion to Start With) and Retail Clients Want the Vote? And What About BlackRock’s ESG Infrastructure? Read More Jonathan Wu 5/25/21 Jonathan Wu 5/25/21 Part II: Starboard, Hudson Executive, and EHTH Get Their Guys (Respectively) for Now, but What About H.I.G, and What About SB 826 (California’s Gender Diversity Law Regarding Board Composition)? Read More Jonathan Wu 4/22/21 Jonathan Wu 4/22/21 Starboard, Hudson Executive, and Specific Performance at EHTH Read More Jonathan Wu 4/3/21 Jonathan Wu 4/3/21 Cohn Steps Down at TWTR; Standstill Modified in Amendment to Elliott Agreement Read More Jonathan Wu 3/9/21 Jonathan Wu 3/9/21 Is Starboard Doing a “Slow Takeover” of BOX Over Two Proxy Seasons? Read More Jonathan Wu 2/14/21 Jonathan Wu 2/14/21 Canvassing the Shareholder Franchise in 2021 – Institutional (Coates, BlackRock and Hohn, ESG, XOM, Ubben, GM) and Retail (WSB, GME, AMC) Read More Jonathan Wu 1/24/21 Jonathan Wu 1/24/21 T. Rowe Doesn’t Like Private Markets Taking From Public Investors and Is Being Vocal About It at CKH Read More Jonathan Wu 1/15/21 Jonathan Wu 1/15/21 Ten Bullet Points on CLCT Read More Jonathan Wu 1/2/21 Jonathan Wu 1/2/21 Vista Seeks to Acquire Pluralsight (PS), Akaris Seeks to Block the Deal Read More Jonathan Wu 12/22/20 Jonathan Wu 12/22/20 A Close Reading of the Future: ESG and Engine No. 1 Arrive at XOM Read More Jonathan Wu 12/14/20 Jonathan Wu 12/14/20 Bullet Points: Elliott @ PSA Read More Jonathan Wu 12/6/20 Jonathan Wu 12/6/20 Examining the Convergence of PE and Shareholder Activism Through the Investor Agreement Between Senator and Cannae (Foley) at CLGX Read More Jonathan Wu 11/28/20 Jonathan Wu 11/28/20 Stratus Properties & Oasis Argue Over What Chills Shareholder Engagement Read More Jonathan Wu 11/24/20 Jonathan Wu 11/24/20 TIF – LVMH … and JANA: A Brief Review of the Deal, Standstills, and Hostility in M&A Read More Jonathan Wu 11/3/20 Jonathan Wu 11/3/20 How Do You Get a Shareholder Activist to Publicly Reject an Offer That’s ~4x What They Paid? (Or Following a Third-Party Bear Hug Letter, 22NW Trips Over a Poison Pill at HBP) Read More Jonathan Wu 10/28/20 Jonathan Wu 10/28/20 With the Sunset of Its Dual Class Arriving, Veeva Systems (VEEV) Decides to Embrace Stakeholder Governance and Become a Public Benefit Corporation Read More Jonathan Wu 10/21/20 Jonathan Wu 10/21/20 Why Is Land & Buildings Asking, Not Demanding a Change in Strategy at Aimco (AIV)? Read More Older Posts Sign up for my newsletter and you’ll never miss a post. Email Address Sign Up Thank you!
Jonathan Wu 10/17/23 Jonathan Wu 10/17/23 Hostile Activity - Tracking CHH and WH on Social Media (Day 1 Morning - Afternoon) Read More
Jonathan Wu 11/20/21 Jonathan Wu 11/20/21 A Snapshot of the Investor & PubCo Landscape Heading Into 2022 (Stakeholder Activism, Elliott’s Standstill, Singer and Fink, Penner Out, Universal Proxy Cards, and the “S” in ESG at ATVI) Read More
Jonathan Wu 10/22/21 Jonathan Wu 10/22/21 Why Did RCI Remove Edward Rogers From His Chair Role, but Not From His Director Role? Read More
Jonathan Wu 10/9/21 Jonathan Wu 10/9/21 BlackRock Gives Up Its Votes Where Viable, but Do Institutional (40% of $4.8 Trillion to Start With) and Retail Clients Want the Vote? And What About BlackRock’s ESG Infrastructure? Read More
Jonathan Wu 5/25/21 Jonathan Wu 5/25/21 Part II: Starboard, Hudson Executive, and EHTH Get Their Guys (Respectively) for Now, but What About H.I.G, and What About SB 826 (California’s Gender Diversity Law Regarding Board Composition)? Read More
Jonathan Wu 4/22/21 Jonathan Wu 4/22/21 Starboard, Hudson Executive, and Specific Performance at EHTH Read More
Jonathan Wu 4/3/21 Jonathan Wu 4/3/21 Cohn Steps Down at TWTR; Standstill Modified in Amendment to Elliott Agreement Read More
Jonathan Wu 3/9/21 Jonathan Wu 3/9/21 Is Starboard Doing a “Slow Takeover” of BOX Over Two Proxy Seasons? Read More
Jonathan Wu 2/14/21 Jonathan Wu 2/14/21 Canvassing the Shareholder Franchise in 2021 – Institutional (Coates, BlackRock and Hohn, ESG, XOM, Ubben, GM) and Retail (WSB, GME, AMC) Read More
Jonathan Wu 1/24/21 Jonathan Wu 1/24/21 T. Rowe Doesn’t Like Private Markets Taking From Public Investors and Is Being Vocal About It at CKH Read More
Jonathan Wu 1/2/21 Jonathan Wu 1/2/21 Vista Seeks to Acquire Pluralsight (PS), Akaris Seeks to Block the Deal Read More
Jonathan Wu 12/22/20 Jonathan Wu 12/22/20 A Close Reading of the Future: ESG and Engine No. 1 Arrive at XOM Read More
Jonathan Wu 12/6/20 Jonathan Wu 12/6/20 Examining the Convergence of PE and Shareholder Activism Through the Investor Agreement Between Senator and Cannae (Foley) at CLGX Read More
Jonathan Wu 11/28/20 Jonathan Wu 11/28/20 Stratus Properties & Oasis Argue Over What Chills Shareholder Engagement Read More
Jonathan Wu 11/24/20 Jonathan Wu 11/24/20 TIF – LVMH … and JANA: A Brief Review of the Deal, Standstills, and Hostility in M&A Read More
Jonathan Wu 11/3/20 Jonathan Wu 11/3/20 How Do You Get a Shareholder Activist to Publicly Reject an Offer That’s ~4x What They Paid? (Or Following a Third-Party Bear Hug Letter, 22NW Trips Over a Poison Pill at HBP) Read More
Jonathan Wu 10/28/20 Jonathan Wu 10/28/20 With the Sunset of Its Dual Class Arriving, Veeva Systems (VEEV) Decides to Embrace Stakeholder Governance and Become a Public Benefit Corporation Read More
Jonathan Wu 10/21/20 Jonathan Wu 10/21/20 Why Is Land & Buildings Asking, Not Demanding a Change in Strategy at Aimco (AIV)? Read More