Activist Stocks: NCR Corp.; Is Activism Good Or Bad?

Activist pikies, weak day, in part because we’re busy building other things, but the below is the news and stories for April 23. Tips at @activiststocks, sign up for the free daily activist email (newish setup), and ICYMI the latest newsletter is here.

News:

• NCR came out this morning and said it’s exploring a spinoff or sale of assets in hopes of unlocking some value. A move that got the company out in front of a near 100-slide hit piece from @sprucepointcap. NCR Corp. getting the beat on Spruce is no surprise given its shareholder base. Jana Partners took a 7.1% stake in Feb., you also have Marcato Capital whose been active since Oct. with a 6.4% stake...
  

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