Company updates, market commentary, case studies and other topics we consider worth discussing

UHAL Looks Promising Heading into Earnings

ServiceNow – May 2 Update

EZchip – March 24 Update

Mellanox: January 24 Update

MLNX Update: Earnings Reflect Cyclicality of Business

MIM: The Menace of the Super-Voting Shareholder

Abercrombie’s Stealthy Reincorporation to Ohio

St Joe’s: Another Public Activist Debate

Dynegy: The Dangers of Weak Indentures

EROC: Organizing a Fragmented Shareholder Base

EPL: Enhancing Value for the Equity

GGP: A Case Study in Internet Activism