Riding With Elliott Management After It Labels Nielsen As “Undervalued”

Nielsen NV (NLSN) crashed to new all-time lows at the same time Facebook (FB) ran into its own historic post-earnings buzzsaw. At the time, I noted NLSN’s bad news about the business of monetizing user data was seemingly overshadowed by Facebook’s woes. NLSN’s operational difficulties seemed to warn investors to brace for more weakness ahead. … Read more

Elliott Management Packages Common Critiques of Juniper Networks Into One Urgent Proposal

(This is an excerpt from an article I originally published on Seeking Alpha on January 14, 2014. Click here to read the entire piece.) Right on the heels of proposing to acquire Riverbed Technologies (RVBD) for $19/share, Elliott Management made fresh waves with a plan to restructure Juniper Networks (JNPR). Elliott calculates that its proposal … Read more