Nvidia’s Blackwell revenue in focus as sales growth slows
The software has become ‘a really nice multi-billion-dollar annual recurring revenue business
Elliott’s $5 billion Honeywell gambit: would a split pay off?
Honeywell is currently worth about $150 billion, but it could be worth as much as $300 per share ‘conservatively’” by 2026 in the event of a spinoff
Liberty Media to spin off assets; CEO Greg Maffei to step down at year-end
Regional Bank M&A Coming
Mario Gabelli’s Strategic Exits and Acquisitions in Q3 2024: Spotlight on Dril-Quip Inc
Insights into Gabelli’s Latest 13F Filings and Investment Shifts
Liberty Media’s Maffei Steps Down, Capping Two-Decades of Deals
“Malone has been more aggressive in simplifying structures over the last year, not just at Maffei-related companies but at Liberty Global,” said Chris Marangi, co-chief investment officer of value at Gabelli Funds, which holds Liberty Media shares.
Barron’s: Liberty Deal Looks Favorable for Charter as Malone Simplifies His Empire
“This is the culmination of twenty years of M&A/financial engineering” at Malone-related entities, said Chris Marangi, a portfolio manager at Gamco, Mario Gabelli’s investment firm. He notes that “Malone has been more aggressive in simplifying/surfacing (value) over the last year.”
The Nestle Insider Tasked With Fixing a $100 Billion Food Giant
“In addition to the near term issues with inflation and consumer sentiment, there are existential questions for the industry,” said Kevin Dreyer, co-chief investment officer of value at Gabelli Funds, which holds stock in Nestle. “How they contend with GLP-1s and how big a factor those are going to be in future consumption.”
Major Paramount shareholder Mario Gabelli urges FCC to delay key decision on Skydance merger
Gabelli requested the delay so that he could probe for “potential fiduciary and/or federal securities violations” against Paramount’s minority shareholders, according to a letter he sent to the agency made public Tuesday.
Paramount Shareholder Mario Gabelli Is Still Mulling Lawsuit Over Skydance Deal
Gabelli is the founder, chairman and CEO of GAMCO Investors, which represents clients who own about 12.5% of the Class A voting shares of Paramount Global. That makes the firm and its clients the largest Class A shareholder group after Shari Redstone’s National Amusements Inc. (NAI), Paramount’s controlling shareholder.
Paramount Shareholder Mario Gabelli Asks FCC To Delay Review Of Skydance Merger Pending His Request For More Financial Details
Longtime Paramount Global shareholder Mario Gabelli, who had agitated against iterations of the Skydance-Paramount merger deal, is stepping up his campaign for more transparency around the deal.
Major Paramount Shareholder Hints at Potential Lawsuit Challenging Skydance Deal
In a petition to the FCC, Gabelli urged the commission not to transfer control of broadcast licenses held by Shari Redstone’s National Amusements to Skydance until he decides whether to sue for breach of fiduciary duty.