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: ...
The story on Splunk Inc. (NASDAQ: SPLK) isn’t an unfamiliar one. During the early months of the pandemic, the software stock soared to record highs on the accelerated digital transformation (not to ...
Investors have had three chances this year to hear Splunk's (NASDAQ: SPLK) management talk about how the company is doing. I give management a lot of credit for realizing the changes they are making ...
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' When we think about how risky a company is, we always like ...
The activist investor has been shopping, and wants to see better profit margins from software leaders. Starboard has a renewed interest in software after the bear market of 2022 has blasted ...
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