box
Technically, Box Inc. shares are setting up for a breakout.There’s enough fundamental momentum present to drive them on.Short of a negative surprise, there’s no reason shares won’t be in the $30 range soon.A 15% jump in Box Inc. (NYSE:BOX) since the start of the month should tell you everything about the kind of momentum the cloud storage company carries into Q4. Its shares had been under pressure throughout September after forming a dangerous-looking double top over the summer, but there’s a good argument that it’ll test the $30 level again. Q2 2022 hedge fund letters, conferences and more Fi...
ValueWalk
Those who kept tabs on the markets during the summer could be forgiven for thinking activism forgot to take its habitual summer break. Several proxy fights are only now reaching a crescendo, including yesterday’s annual meeting at Box Inc (NYSE:BOX), or giving way to new contentious periods, including deals for Kansas City Southern and Monmouth Real Estate Investment. Q2 2021 hedge fund letters, conferences and more Preparing For A New Proxy SeasonI spoke to several advisers this week to get a sense of what issues would dominate now that we've said goodbye to summer and are preparing for a new...
ValueWalk
What’s New In ActivismQ1 2021 hedge fund letters, conferences and more Starboard Value CEO Jeff Smith railed against the board of latest proxy fight target Box Inc (NYSE:BOX), saying the fund could not trust directors to hold management accountable after its last fundraising deal. Speaking at Bloomberg Deals Summit in June, Smith said of the fund’s first settlement with Box in March 2020, "We felt that it would be okay for us to remain outside and that direct shareholder representation would not be necessary." "Despite concerns over value created since the first settlement, we would have tried...
ValueWalk
Hidden Value Stocks issue for the third quarter ended September 30, 2020, featuring an interview with Rowan Street Capital’s Alex Kopelevich explaining why he sold his position in Box Inc (NYSE:BOX).Q2 2020 hedge fund letters, conferences and moreRowan Street Capital's Alex Kopelevich On Why He Sold Box IncThe September 2019 issue also featured an interview with Alex Kopelevich, the founder of Roward Street Capital, who liked the outlook for Box Inc (BOX). However, he decided to sell his investment in the company back in December 2019. We recently asked him to explain why:“Looking for so-calle...
ValueWalk
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