Headwaters Capital Management, an investment management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
By John Jannarone Perhaps Glass Lewis knows multiplication better than more prominent proxy advisor Institutional Shareholder Services. Medical supplies behemoth Danaher Corp. is making a move to acquire Abcam plc (ABCM) for $24 a share in cold hard cash. Trouble is, the company continues to say it may be worth quite a bit more. In […] The post She Blinded Me with Science – ISS Makes Schoolboy Error on Abcam Deal appeared first on CorpGov.
Medical specialist company Abcam plc (Nasdaq: ABCM) agreed to $24 a share deal with Danaher on activist pressure Headwaters Capital Management, LLC points out that Danaher issued lower forecasts than Abcam in deal announcement Headwaters Capital believes that the fair value of ABCM’s shares is between $35-$39 per share Shareholders likely won’t know 2023 results […] The post Headwaters Capital Calls Out Fishy Bid for Abcam from Danaher in Letter to Stakeholders – Exclusive appeared first on Corp
Conestoga Capital Advisors, an asset management company, released its “Micro Cap Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. The Micro Cap Composite declined -1.53% net of fees in the second quarter, compared to the Russell Microcap Growth Index’s 6.35% return. Despite eight of the eleven sectors adding value to relative […]
Headwaters Capital Management, an investment management company, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here.