Fake citations, real consequences — a cautionary tale for investment professionals
So I came across this quirky legal news story: A big law firm accidentally cited the wrong author and title
Cracker Barrel’s controversial bylaw amendments: Challenging the board twice is fine — but two failed campaigns could come with a $5 million bill
Cracker Barrel amended its bylaws to deter repeat proxy fights. Activists who lose twice in five years may face up to $5M in reimbursement costs. Nominees with under 25% support face time bans. The move targets repeat challengers like Sardar Biglari after years of contested elections.
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activistletters
Activist letters & Presentations
Bradley L. Radoff Sent Letter to Atea’s Stockholders
Starboard Delivers Letter To Autodesk Shareholders
Findell Capital Management Issues Open
shortexit
CEO & CFO exit under 15 months
💡The table below lists companies that have undergone CEO and CFO changes within the past two years.
Note: (a) Market
newceo
New CFO Appointments
Date
Company Name
Ticker
M.Cap
CFO Name
Type
9/2/2025
Isabella Bank Corp
ISBA
244
Neil McDonnell
Interim
newceo
New CEO Appointment
Date
Company Name
Ticker
M.Cap
CEO Name
Type
9/2/2025
Sanara MedTech Inc.
SMTI
308
Seth D. Yon
shortexit
Short-tenure exits
The table highlights CEOs and CFOs who resigned after short tenures—such departures may indicate internal challenges or strategic shifts.
activistletters
Bradley L. Radoff Sent Letter to Atea’s Stockholders
Source:
https://www.sec.gov/Archives/edgar/data/1380585/000092189525000883/dfan14a09076068_03262025.htm
The Radoff-JEC Group Nominates Three Highly Qualified
Strategic alternatives/actions/investment
For past reports, please click here - 2024, 2023
Strategoc alternatives: Third Harmonic Bio, Inc. (THRD)
Strategic actions: Quipt Home
activistletters
GAMCO (8.3% Holder) Opposes Dril-Quip (NYSE: DRQ)–Innovex Merger, Citing Governance Risks and Shareholder Value Erosion
Summary
GAMCO Asset Management, holding 8.3% of Dril-Quip (NYSE: DRQ), announced it will vote against the proposed merger with
activistletters
Value Base (9.3% Holder) Urges Cognyte Software (NASDAQ: CGNT) Shareholders to Elect Tal Yaacobi and Reject Earl Shanks, CEO Pay Plan
Summary
Value Base, Cognyte’s largest shareholder with 9.3% ownership, is urging investors to vote FOR Tal Yaacobi’s
activistletters
GAMCO (8.3% Holder) Opposes Dril-Quip (NYSE: DRQ)–Innovex Merger, Flags Governance Issues and Shareholder Value Destruction
Summary
GAMCO Asset Management, holding 8.3% of Dril-Quip (NYSE: DRQ), announced it will vote against the proposed merger with
activistletters, activistprofile,activistcompany,activismweekly,shortexit,newceo