#shareholder

Shane keller wasnt relevant when he was forced to retire from UP years ago. Now he's trying real hard to get attention with a merger support article in Aug 25 Railway Age article. In his brilliant words, not mine, his guilt states hes not paid to support the merger, yet fair to say if he spent 30+ years at UP hes still a huge shareholder and benefiting quite handsomely from stocks rise from 220 to $310. Pretty sure Kellers getting paid for such a ridiculous article. STB needs to review this. Keller is chairman at Compass and likely wants to win some UP business....different company now and one that stands to benefit greatly, by supporting UP. An inside job even while on the outside. What a disgrace...

The company laid off almost 50 employees due to "restructuring." Almost ALL of them were our warranty team. They want to offshore all of the jobs to maximize shareholder profit and minimize customer experience. Please do not buy from any VF company again.

Genuinely curious on your thoughts on how low NKE stock can go? Identify please if you’re employee, shareholder, both or neither. Thanks

Enron required fraud to destroy its value. Nike appears to be attempting it through PowerPoint decks, executive reshuffles, innovation theater, and a strategy called “Win Now.”

And what a win it has been.

Nike stock: approximately $39.
Lowest level since 2014.
Roughly 78% below its 2021 peak.

But don’t worry—the innovation leadership team probably has another beautifully designed presentation explaining how transformational everything is.

For years, Nike has celebrated process as progress, activity as achievement, and internal storytelling as marketplace impact. Meanwhile, the consumer moved on, competitors gained credibility, and shareholders watched enormous value disappear.

“Win Now” might be the most unintentionally honest corporate slogan ever created:

Leadership keeps winning titles, reorganizations, visibility, and compensation.

Employees win uncertainty and layoffs.

Shareholders win a stock price transported back to 2014.

Real innovation is not measured by prototypes, summits, patents, press releases, executive vocabulary, or how many times someone says “athlete-centered.” It is measured by products consumers urgently want—and business results that prove it.

At some point, “the turnaround is coming” stops being a strategy and becomes corporate fan fiction.

Just Do It?

At $39, perhaps start with: Just Admit It.

https://www.tradingview.com/news/prnewswire:3f8bc5859ebaa:0-did-humana-inc-insiders-breach-their-fiduciary-duties-to-shareholders/

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.
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From Payments Dive:

Fiserv is seeking to dismiss the lawsuit filed last year for the shareholder class action lawsuit.

In other news:

I did not know that John Gibbons was not only added as a defendant in the revised filing but he is now Chief of Staff a the IRS. FU--ING FIGURES.

Each Ford Motor Company employee’s job is to make Bill Ford and the Ford family rich.

That'd be it. That's the post.

Nothing else matters, not you, not the customer.

It's more apparent these days that the increase in promotions at these levels are DEI/High School education level versus College Educated/Non DEI.

Tracking with this observation is results are decreasing as education/meritocracy gets devalued.

Dan... not hard to fix. Shareholders await.

Monday.com shareholders overwhelmingly approved significant compensation increases for its co-CEOs, nearly doubling their annual pay packages. This decision comes despite the company's recent announcement of a substantial workforce reduction and a decline in its market capitalization. The company cited impressive past performance and a desire to align executive compensation with industry peers. However, investors are concerned about the company's future growth prospects in the evolving AI landscape. The approved plan significantly boosts equity awards for the CEOs.

https://www.calcalistech.com/ctechnews/article/ep5i5wobs

Will the 700 candidates come from BP USA and Azerbaijan?

Houston has a lot of deadwood 🪵 needing trimming. Just visit Helios and see for your self the privilege and waste that shareholders have to pay for.

Don’t get me wrong. I retired from IBM and I loved my career there. I have fond memories of IBM, but I am very concerned as I watch competitors like Microsoft or AWS. While IBMs competitors enjoy double digit sales growth, IBMs sales growth has been in the single digits. Can a company grow that depends heavily on acquisitions for sales growth rather than organically growing from its own products that it invents/creates/sells/supports. How long will the board members and major shareholders accept status quo before they start looking at takeover bids from other corporations?

You all know who starts at Nike on August 17, right?

DD is coming in fresh, which is perfect because nothing says “welcome to Nike” like immediately learning where the organizational bodies are buried, and then creating a few more.

Polish those résumés, everyone. DD is coming to “unlock shareholder value,” and somehow your jobs may be the value that gets unlocked.

Thinking this explains everything if your willing to consider context today. .

Non-Proforma Market Capitalization Pre-Merger Market Cap (Dec 2019)

BB&T $41.60 Billion
SunTrust $31.10 Billion
Combined Independent Baseline $72.70 Billion

August 2026 Truist Financial Corp. (TFC)—$63.33 Billion

This represents a net equity destruction of 12.89% of the original standalone value and provides some situational awareness.

Billy R. and B' monkey Cummings just bought a pottery wheel and kiln to make designer coffee cups for Mike Mayo and all the other shareholders and employees that have lost money.

ST. LOUIS, July 28, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC) (the Company) announced today its financial results for the second quarter ended June 30, 2026. In summary, the 2026 second quarter results were as follows:

Total revenues (in millions) $53,579
Premium and service revenues (in millions)
$44,375
Health benefits ratio 89.6 %
SG&A expense ratio 7.0 %
Adjusted SG&A expense ratio (1) 6.9 %
GAAP diluted earnings per share $2.19
Adjusted diluted earnings per share (1) $2.51
Total cash flow provided by operations (in millions) $3,590

SAN FRANCISCO, July 27, 2026 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP reminds Humana Inc. investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the company's exposure to increased healthcare utilization costs. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.com/humana

Schubert Jonckheer & Kolbe LLP are investigating potential wrongdoing by Humana's directors and officers in connection with these allegations.

If you own Humana stock, you may have legal options. Visit https://www.classactionlawyers.com/humana to learn more.

https://www.tradingview.com/news/prnewswire:2749bbc893a51:0-humana-inc-nyse-hum-investor-reminder-schubert-jonckheer-investigating-possible-false-statements-following-22-stock-drop/

Six years ago, on July 1, 2020, PepsiCo stock closed around $132. Today it trades at roughly $137. Six years. Five dollars. In that same window the S&P nearly doubled and Coca-Cola pushed to near-record highs. You could have parked your money in a savings account and slept better. The dividend got its annual raise again this month, sure, but a 4.3% yield isn't a reward when it's mostly the math of a falling stock price. That's not income growth. That's erosion with a coupon attached.

The scoreboard on the beverage side is worse. Trademark Coke owns roughly 18-19% of US carbonated soft drinks. Trademark Pepsi sits under 8%, and in 2023 Dr Pepper, a brand people used to joke about, took the number two spot Pepsi had held for four decades. Dr Pepper is still growing. Pepsi is fighting Sprite for third. Walk into a McDonald's, a Chick-fil-A, a Wendy's, a Burger King, a Domino's, and see whose fountain is pouring. The national chain map is red. The share losses aren't a bad quarter. They're a twenty-year trend line that finally got called by name.

So spare me the talk about culture and headcount protection. A company that has lost the cola war, lost the number two slot, lost six years of shareholder returns, and is watching analysts cut price targets after every earnings call does not have a people problem. It has a cost structure built for a company that no longer exists. The market has already voted, and it voted for Coke's leaner model. More layoffs aren't cruel. They're overdue. Shareholders didn't sign up to fund a jobs program; they signed up for returns, and they haven't gotten them since 2020. It's not about the people. It was never about the people. It's about the dividend.

Over the last 5 years PEP stock is down 14%.

KO stock up 43% over the same period.

That is an astounding failure. That is 100% on Ramon. The global "headwinds" were the same for both. That utterly incompetent fool of a CEO has got to go. I don't understand how Elliott Management kept him. How the PEP BoD kept him. What is going on?

I see the market was up again today, and the OpenText price ... oh, crud ... down again.

This company's outlook is bleak as long as Jenkins, his pupppet CEO, the so-called Board of Directors, Bell, Muhi, Rai, Berry, Cione, Acedo, and all the other Jenkins minions are in charge.

As a stockholder I demand change!

As a prior employee who was laid off over a year ago, I have to admit that from a shareholder perspective who was fully vested with ESPP shares for several years, it appears that the moves that NetApp is making has increased my account value significantly. While I didn't appreciate being cut from the company, I am enjoying seeing the company make me money while I'm sleeping. Cheers and best wishes to you all!

In accounting, goodwill represents the premium a company pays over the fair market value of net assets when it makes an acquisition. It captures intangible qualities like brand reputation, a skilled workforce, and business synergies.

The Composition of IBM's Goodwill :

The Source: IBM's goodwill has steadily grown due to its long history of corporate acquisitions.

Recent Activity: High-profile software and data acquisitions (such as HashiCorp, Confluent, and DataStax) have added to this balance.

Balance Sheet Context: While $89.33 billion is carried as an asset on IBM's books, it is an "illiquid" asset. In a worst-case scenario or liquidation, this value often cannot be recovered. This has led some financial analysts to monitor the company's high reliance on intangible assets as a potential point of shareholder risk.

Question:

Given the upcoming announcement of IBM results, what do you think IBM's goodwill value is now ?

Dan is just doing what the shareholders want, and he’s okay with the criticism. He knows he’s going to be the scapegoat, hence why he only signed an 18-month deal. Getting paid the big bucks to take the blame. Cutting all these employees will bump the stock up and make it look like they had a good quarter. At the end of the day, people’s lives are just a game.

The investigation focuses on IBM statements about the potential of IBM Z's 2026 cycle with the z17 program.

https://www.prnewswire.com/news-releases/ibm-shareholder-investigation-suewallst-notifies-investors-of-potential-securities-claims-involving-international-business-machines-302826688.html

I saw this yesterday and wanted to know, what does this guy know that we all do not?
Apparently he is not afraid of the debt number.

The writing is in permanent ink!

https://www.cnbc.com/2026/06/22/target-brian-cornell-shareholder-support.html

Publicly traded company that relies solely on government health programs to make money. Trump administration has been moving to gut those programs membership over the last year and a half. Majority remote workforce viewed by leadership as expendable and easy to cut loose. Shareholders demand AI implementation. I really am sorry to people who will lose their jobs but…this all seems very obvious in hindsight doesn’t it?

https://www.marketbeat.com/instant-alerts/filing-inceptionr-llc-acquires-22348-shares-of-us-bancorp-usb-2026-06-11/

We’ve made measurable strides in fiber deployment and 5G, alongside solid free cash flow and prudent capital allocation, the reality is stark: after five years of this leadership, our stock has fallen 20% over the past year materially underperforming the broader market that has delivered meaningful gains. This persistent gap between our strategic plans and actual shareholder value creation is no longer acceptable. The transformation narrative has run its course without delivering results. For the sake of restoring accountability and protecting long-term owner interests, it is time for John Stankey to step down or be replaced. We require leadership with the urgency and execution focus to turn our strong underlying assets into tangible stock price performance.

Metric Value
Price on July 1, 2020 $23.40
Price on June 18, 2026 $22.00

Cumulative price return - 6.0%
Holding period 5.97 years
Annualized price return - 1.0%

1) Change the name of Truist. People still make fun of it.

2) Fire all management and hire business support groups to win business for the bank. Corrupt management has plagued this bank.

3) Get out of the d-mbest contracts alive with the golf sponsorship and the Braves. They add ZERO value. The bank has plummeted despite having these sponsorships and apply the money to better suit shareholders.

Destroys all value and jumps ship

Is the break up the end of dividends?
I am expecting a pretty brutal rebalance as we exit the Dow and fixed income funds dump the stock.

You asked, we listened! Our vteam family let us know they wanted to reduce vacation accrual max from 150% to 125%. This gives our superstars more time to set the foundation to play to win. It also helps reduce severance for future rifs which delights our shareholders. I am humbled, honored and energized for all we have accomplished as we continue to build the future at scale - together!

Content and technology company Thomson Reuters faces a shareholder vote at its annual meeting on Wednesday over its U.S. government contracts for services that some investors and employees say may help power the Trump administration’s crackdown on undocumented immigrants.

https://www.reuters.com/legal/legalindustry/thomson-reuters-faces-shareholder-vote-over-ice-contracts-2026-06-10/

https://seekingalpha.com/news/4601923-activist-jana-wants-fiserv-to-sell-more-assets-refresh-board---report

Price on July 1, 2020 $23.40
Price on June 4, 2026 $22.66 (intraday)

Cumulative price return -3.2%
Annualized price return -0.5%

Print Baby Print: Xerox Shareholders Approve 15 Million More XRX Shares for Executive Compensation. (google this tittle)

"Shareholders rejected a proposal that would ‌have required an independent board chair separate from the CEO role, according to preliminary ​voting results at the annual ​meeting on Wednesday"

The title says it all. It’s great to be an OTEXer and shareholder. Our customers should be pleased.