Calls
3
Jim Chadwick
Managing Partner, Ancora
Win Rate
33.3%
return
-2.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 27
$62.10
-6.5%
H.B. Fuller is undervalued, trading at a significant discount to its intrinsic value and to peers, with strong private equity interest. Management's proposed acquisition of AMS is value-destructive, levering up the balance sheet to buy at a high multiple. The company should pursue a strategic review or outright sale to maximize shareholder value.
Chemicals
Long
Feb 11
$11.01
-2.4%
Chadwick calls the
Streaming
Long
Feb 11
$27.99
+2.4%
Ancora has a growing stake in Warner Brothers and believes the board is currently favoring an inferior, conditional deal (Netflix) while rebuffing a superior all-cash/certain offer from Paramount. Activist pressure (including a potential proxy fight) will force the board to negotiate with Paramount, unlocking a higher bid ("enhanced offer") and avoiding the regulatory pitfalls of the Netflix deal. LONG (Activist Target / M&A Play). Regulatory blocking of any deal; Board entrenchment accepting the lower-value Netflix bid; Deal financing falling through.
Ancora has a growing stake in Warner Brothers and believes the board is currently favoring an inferior, conditional deal (Netflix) while rebuffing a superior all-cash/certain offer from Paramount. Activist pressure (including a potential proxy fight) will force the board to negotiate with Paramount, unlocking a higher bid ("enhanced offer") and avoiding the regulatory pitfalls of the Netflix deal. LONG (Activist Target / M&A Play). Regulatory blocking of any deal; Board entrenchment accepting the lower-value Netflix bid; Deal financing falling through.
Streaming
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Jim Chadwick has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: WBD, PSKY, FUL.
