Investment idea generation.


Our thoughts.

Starboard Takes On MedAssets

Jeff Smith's Starboard Value is now targeting MedAssets, the $1.4 billion healthcare company. Its activist campaign is based on getting the company to improve its performance with lowering operating expesnses. 

Starboard's price target for MedAssets is between $37 to $46 a share by 2016-end. With that, the company is grossly undervalued and there's an opportunity to not only reduce expenses but also improve capital allocation and corporate governance. 

BWIStarboard Value, MedAssets