Jeff Smith, Managing Member, Chief Executive Officer, and Chief Investment Officer of Starboard Value LP, presented his firm’s high-conviction investment ideas at the 2025 13D Monitor Active-Passive Investor Summit. Drawing on Starboard’s history of successful business transformations, Smith detailed three opportunities where significant value creation can be unlocked through strategic operational improvement and structural realignment. The overarching thesis posits that three publicly traded companies all in different industries- are materially undervalued due to operational inefficiencies, market misconceptions, or undiscounted non-core assets, providing clear pathways for Starboard to drive substantial returns.
Also see: 2025 Capitalize for Kids: Starboard Value’s Jeff Smith Pitches These Three Stocks
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