Starboard believes leading software companies can do more to boost profits. The company has taken a stake in Salesforce and Splunk because it sees significant upside in the stocks if they can increase ...
Vulcan Value Partners, an investment management firm, published its “Vulcan Value Partners Large Cap Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here. Vulcan’s Large ...
‘Each Company Represents an Opportunity to Own a High-Quality and Sticky Business at an Attractive Valuation,’ according to Starboard. Activist investment firm Starboard Value now has stakes in ...
Martech business Rokt, pronounced “rocked” with a ’t’, not “rocket”, says Splunk has given it predictable and scalable IT management and security. You’ve no doubt seen “powered by Rokt” when shopping ...
In October, institutional value stock investor Starboard Value released a presentation on its website showing it has purchased an undisclosed amount of shares in software companies Splunk (NASDAQ: ...
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