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.Bill Ackman offers new fund to U.S. retail investors shorturl.at/tBST6

Disney receives endorsement from proxy advisory firm in board battle | Reuters with Dawn Chmielewski

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ISS endorses Peltz in bitter Disney board battle. Disney Dawn Chmielewski reuters.com/business/media…

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No April Fool's joke. Sachem Head partner appointed to twilio board as the chorus of activist investor voices was heating up. reuters.com/technology/twi…

Jana Partners had a small position last year in Wolfspeed, Inc., then they sold out. Now they are back. And they have some suggestions. Reuters Business Reuters Deals reuters.com/business/activ…

One (of many) reasons Jim Simons was reluctant to speak w/me was he hoped to write his own book someday. Sad it never came to fruition but he leaves such a rich legacy. As a reporter you’re not supposed to admire your subjects. But Jim was truly a unique and impressive guy #GOAT

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Jana Partners built stake in QuidelOrtho QuidelOrtho during the first quarter, sources say. Unclear whether activist hedge fund will be pushing for changes. But they usually do.

.Bill Ackman is hitting the roadshows for Pershing Square USA, firm puts in $500 million in capital. ca.finance.yahoo.com/news/ackman-sa…

Proxy advisor Glass Lewis advises Enhabit investors to elect three AREX nominees reut.rs/4cIkoig

From supersized to a much smaller size for Bill Ackman Pershing Square USA Reuters Business tinyurl.com/yudzsvc9

From supersized to no size at all, for now. Bill Ackman abruptly scraps plans to list new fund. But he says he has new ideas and will be back. tinyurl.com/y2pw46cf

Elliott Investment Management wants big changes at Southwest Airlines and on Monday it said what it owns and gave some hints of where the campaign might go. Reuters Business tinyurl.com/3k3jbdms

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With activist investors eyeing new targets, Jasper Street Partners is building a defense business with former Moelis and Barclays bankers tinyurl.com/27sx99de Reuters Business

Getting ready for 13D Monitor which kicks off the activism season

Starboard's Jeff Smith talked Pfizer @Pfizer at 13D Monitor conference and said the board needs to hold management accountable

Charlie Penner and Alex Silver's new fund Ananym Capital is pushing for changes at Henry Schein marking first campaign for new firm. shorturl.at/gywqK