Activist Investor

Award-winning Wall Street analyst Thomas Carroll brings decades of industry contacts and stock-picking expertise to Activist Investor. This special situations-focused advisory tracks top activists that kick-start M&A, spinoffs, and management shake-ups to unlock outsize gains for shareholders. We release regular new stock recommendations and portfolio updates, for Partners only.

  • A Normally Quiet Month That Went Bang!
    This monthly update explains why stocks in the Activist Investor portfolio tend not to follow the wild gyrations of market volatility, while also providing a look at most of the recommendations in the portfolio.
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  • Sitting on Lows, Waiting for Turnaround
    The Activist Investor goal is to buy shares before they soar: investing in activist campaign stocks that have been sold off to their lowest levels... then benefit as these companies begin to turn around and prosper.
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  • Shock Value
    This promising producer of next-generation digital and power devices caught the eye of an activist investor who is pushing hard to get the company to turn the billions it invested in new plants into exponential revenue growth.
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  • If Vans Gets Its Groove Back, VFC Shares Will Rise
    With the share price down and with a handful of catalysts likely to drive the price higher, we provide an update on V.F. Corporation – and look at three other stocks in the portfolio as well: OneSpan, Orthofix Medical, and Mercury Systems.
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  • Protecting Digital Data
    This cybersecurity and digital-documents company has been the target of an activist since 2018 – now steady progress is about to show up in the financials and drive shares higher.
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