ATG Capital Management
@ATG_Capital
Engaged shareholder in the public markets. Managed by Gabi Gliksberg. DMs open
$TPL 10-K: "Our business could be negatively affected as a result of stockholder activism, which could cause us to incur significant expense, hinder execution of our business strategy, and impact the trading value of our securities."
Absurd that it needs to be said, but this is good for 🇺🇲🇺🇲🇺🇲
I shared this note with the Washington Post team this morning: I’m writing to let you know about a change coming to our opinion pages. We are going to be writing every day in support and defense of two pillars: personal liberties and free markets. We’ll cover other topics too…
There's still time to submit a comment to @SECGov. It doesn't take long. sec.gov/comments/sr-ny… #closedendfunds
Closed End Fund investors, The NYSE and CBOE want the @SECGov to let closed-end funds skip annual shareholder meetings. That means no director elections and no accountability. This proposal is clearly a step backward for investor rights. If shareholders lose their vote, they…
Closed End Fund investors, The NYSE and CBOE want the @SECGov to let closed-end funds skip annual shareholder meetings. That means no director elections and no accountability. This proposal is clearly a step backward for investor rights. If shareholders lose their vote, they…
THANK YOU FOR YOUR ATTENTION TO THIS MATTER $TURN
Today Marlton formally nominated four highly qualified, independent directors to the $TURN Board. It’s time for accountability and change. Full release: prnewswire.com/news-releases/… #CorporateGovernance #ShareholderRights
$TURN
Today Marlton formally requested a Special Meeting at $TURN to provide shareholders their long overdue right to elect new directors. We’re ready to present our nominees. Shareholders should decide the Company’s future. #CorporateGovernance $TURN prnewswire.com/news-releases/…
Today Marlton formally requested a Special Meeting at $TURN to provide shareholders their long overdue right to elect new directors. We’re ready to present our nominees. Shareholders should decide the Company’s future. #CorporateGovernance $TURN prnewswire.com/news-releases/…
$TURN
Marlton released a letter to $TURN shareholders. It’s mid-2025—still no record date, no meeting. Enough delays. Shareholders deserve a say. #CorporateGovernance $TURN prnewswire.com/news-releases/…
Spot on @stoolpresidente
A domestic terrorist went hunting Jews last night in Wash DC open firing outside a Jewish event killing 2 Jews. The terrorist Elias Rodriguez yelled “Free Palestine” as he got arrested. This type of tragedy is the natural progression of events when the morons running our…
Yaron Lischinsky and Sarah Milgrim, staffers at the Israeli embassy in Washington, were murdered last night leaving an @AJCGlobal gala at the Capital Jewish Museum. The assailant shouted “Free Palestine.” — זיכרונם לברכה May Yaron and Sarah’s memory be a blessing.
Have you looked at $TPOU? You could drive several F350s side by side, and barely make a dent in the space between $TPOU's Net Asset Value and its market price. What can be done about it?
You could actually drive a Cybertruck through the Nippon/US Steel spread. Even with AD.
💯 this ⬇️
Exactly a year after The Economist's editor gloated over Israel's misery, with Israel less isolated than ever, it shifts to the "arrogant Jew" trope. When a Jew is down, kick him. When a Jew stands tall, it's hubris. Twas ever thus—Jew-hate is a mental infirmity of the weak.
Israel has decimated its deadliest foes, made strategic gains in Syria, enjoys the support of the most pro Israel WH in history, just scored the biggest ever Google acquisition, is in the middle of a major baby boom, has defense tech and intel capabilities most countries would…
Our cover in the Middle East this week looks at a newly unrestrained Israel. It wants to reshape the region; its foes can no longer deter it, and its friends will not dissuade it. Yet doing so puts enormous strain on domestic cohesion, foreign alliances and the Jewish diaspora.
Happy S&P 500 index inclusion day to all who celebrate $TPL
The biggest "oil company" you probably never heard of was just included into the S&P 500 blue-chip index. It's name is Texas Pacific Land Corp. and it's worth ~$35 billion. It replaces Marathon Oil, which was sold to ConocoPhillips. spglobal.com/spdji/en/docum… #OOTT 🧵Thread 1/10