Thread regarding SAP layoffs

Elliott, the most feared activist hedge fund around the globe.

Elliott has turned its tactics on corporate chieftains, becoming the most feared activist hedge fund around the globe. Last year, the $35 billion fund subjected 24 companies to its demands — far more than any other fund. And while it might be the most feared, it is far from alone. “The use of private investigators is par for the course in proxy contests,” says Kai Liekefett, partner and chair of the shareholder activism practice at Sidley Austin. “They’re just like political campaigns with their opposition research.”

https://www.institutionalinvestor.com/article/b1f6yg8n93jyfh/The-Ruthless-Secretive-and-Sometimes-Seedy-World-of-Hedge-Fund-Private-Investigators

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| 1581 views | | 2 replies (last May 4, 2019) | Reply
Post ID: @OP+YSr2LV3

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Elliott has a proven track record of making management budge even that they are only invested at less than 3% of total stocks.

What raises all alarms regd SAP are three things: (1) Elliott makes public statement of support (2) SAP board plans a special executive committee to raise efficiency (3) McDermott considers substantial stock buyback.

2 and 3 already sound like the usual demands from Elliot are followed.

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Post ID: @1pcg+YSr2LV3

But with less than 1% of the stock, why should SAP even pay them any mind?

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Post ID: @1aqt+YSr2LV3

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