In October, institutional value stock investor Starboard Value released a presentation on its website showing it has purchased an undisclosed amount of shares in software companies Splunk (NASDAQ: ...

The story on Splunk Inc. (NASDAQ: SPLK) isn’t an unfamiliar one. During the early months of the pandemic, the software stock soared to record highs on the accelerated digital transformation (not to ...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' When we think about how risky a company is, we always like ...

Starboard believes leading software companies can do more to boost profits. The company has taken a stake in Salesforce and Splunk because it sees significant upside in the stocks if they can increase ...