groupon
What’s New In Activism – Groupon SettlesGroupon Inc (NASDAQ:GRPN) reached a settlement with one of its largest shareholders, handing out two board seats to Pale Fire Capital. Q1 2022 hedge fund letters, conferences and more Groupon has seen several activists on its share register in recent years. Turkish investment firm RPD Fund Management invested in May 2022 and U.S.-based Prescience Point Capital has been bullish on Groupon. The company was profiled in November 2018 as a potential activist target on Insightia's Vulnerability module. Read that report for free here. Activism chart of the week...
ValueWalk
Activist RPD Fund Management, on June 2, unveiled plans to shake up Groupon Inc (NASDAQ:GRPN), saying it has built its stake to just under ten percent and will initiate talks with the company. RPD, based in New York and run by Ahmet Okumus, has owned shares, which it said are worth about $56 million, but on Wednesday, the firm changed its previous 13G, passive holding filing in favor of the 13D activist filing. Q1 2022 hedge fund letters, conferences and more Groupon and subsidiaries operate a marketplace connecting consumers to merchants. It operates in two segments, North America and Interna...
ValueWalk
Prescience Point Capital Management raise their price target on Groupon Inc (NASDAQ:GRPN). Q4 2021 hedge fund letters, conferences and more Raising Our Price Target To >$88 Following Recent News That Shows Groupon’s ~5% Stake In SumUp Is Likely Worth More Than Its Entire Market Cap The recent news of SumUp seeking to raise capital at a $22.5B valuation validates our original thesis and significantly increases the upside for Groupon (“GRPN” or the “Company”). This is the first ever public data point discussing SumUp’s valuation and GRPN’s windfall could be greater than $1B, which exceeds its en...
ValueWalk
Prescience Point is long Groupon Inc (NASDAQ:GRPN). Q3 2021 hedge fund letters, conferences and more Most people think Groupon is dead (we did). However it has a valuable secret asset, revamped core business poised for accelerated growth, & surprisingly loyal user base, making it worth 2.7x to 4.3x the current share price. Groupon, Inc. (GRPN) is a misunderstood Company that has been wrongly left for dead due to an antiquated bear thesis and apathetic sell-side. Market participants have completely overlooked the sizable and growing value of Groupon’s investment in SumUp, and are significantly ...
ValueWalk
Based on the dot.com experience, popping bubbles are often associated with the complete collapse of companies like eToys, Pets.com or Webvan, but that is as much the exception as the rule. It is equally common that following an immense and unsustainable rise in stock price, the bubble pops without much change in the operations and profitability of the company. Instead, the bubble is based on the development of a wildly enthusiastic prediction of the company’s future and is popped by the recognition that the forecasts were wildly enthusiastic. All of this can happen without much change in ongoi...
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