Critical Path

10/31/2012

Starboard Value’s Jeffrey Smith, Peter Feld, Mark Mitchell, Gavin Molinelli, Tom Cusack and Jon Sagal describe where they spend the majority of their research time, how they assess whether an activist “path” is open, how they hedge risks, and what they think the market is missing in Office Depot, Wausau Paper, Progress Software and Regis Corp.

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