Canada Goose Holdings Inc. Reports Fiscal First Quarter Results Wednesday By John Jannarone Canada Goose Holdings Inc.’s unusual – and evolving – business model has ruffled some feathers recently. But for those who do their homework, there’s a chance to...

By John Jannarone Colony Capital Founder & CEO Thomas Barrack to Step Aside Following Activist Blackwells Capital’s Influence  Strategy Shift from Digital Bridge Acquisition Indicates Colony is Worth at Least $12.74 per Share in Sum of the Parts Analysis  Blackwells...

By John Jannarone Vintage Capital’s Brian Kahn just put his money where his mouth is – 1980s style. The activist investor, which built an 11.6% stake in Red Robin Gourmet Burgers (ticker: RRGB) and had previously said it was willing...

  Colony Capital Appears Undervalued with a Sum of the Parts Valuation Over $11 per Share  By John Jannarone Colony Capital (ticker: CLNY) is a maze of real-estate assets that many investors have elected to avoid. But with activist Blackwells...

Martyn Chapman Named Executive Director of Nasdaq Center for Corporate Governance By John Jannarone Nasdaq Inc. has launched the Nasdaq Center for Corporate Governance, an information and research platform dedicated to supporting boards, senior executives, and governance professionals at public,...

By John Jannarone Red Robin Gourmet Burgers Inc.’s third-largest shareholder, Vintage Capital Management, has called a special meeting to oust five of seven directors at the casual dining chain, setting the stage for a fight for control of a business...

Red Robin Turned Down Meeting with Large Shareholder and Launched Expensive Defense Campaign By John Jannarone Anyone who looks at a long-term stock chart can conclude that positive change is needed at Red Robin Gourmet Burgers. But rather than make...

By John Jannarone It’s not unusual for investors to voice frustration after losing money in a poorly-performing stock. It is out of the ordinary when a board of directors ignores the way those investors vote their shares. Consider the case...

By John Jannarone Hedge funds aren’t the enemy some make them out to be, but they would be better off managing smaller sums of money and focusing on securities where it’s possible to have a true edge. That’s according to Wall...

Despite Healthy Stock Performance, Spotlight Remains on Poor Governance and Lavish Spending by CEO    By John Jannarone Argo Group International Holdings looks set for a showdown next week with activist investor Voce Capital Management. The risk: Argo may be...