Tag Archives: Jana Partners Marathon

The Joys Of Activist Investing

Ah, to be an activist investor. Push around executives, demand ‘shareholder friendly’ measures and all this while maintaining the flexibility of trading in and out of shares. After pushing hard for a breakup, Carl Icahn quickly rang the register on a chunk of his Motorola Mobility (MMI) stake shortly after its takeout announcement. Too much work? John Paulson… Read More »

Does Two Spins A Marathon Make?

Less than a year after being spun out of the Marathon Oil Corporation (MRO), the Marathon Petroleum Corporation (MPC) is pondering a spin of its own. Talk about moving quickly. Egged on by activist investor Jana Partners (who is also ‘prodding’ McGraw-Hill [MHP]), the company is considering setting up an master limited partnership (MLP) for its pipeline business… Read More »