Assessing Aurora and its peers, strictly on the numbers.
Peltz's addition should pacify a persistent critique of the company.
Aurora's addition of a big name activist is accelerating share growth.
With Nvidia's needs addressed, the stock is set to surge.
David Tepper's Appaloosa LP renews calls for changes at the top.
Activist activity is unusual in South Korea, where essentially all the major companies are controlled by a handful of all-powerful chaebol conglomerates.
EBay is in active negotiations with activists Starboard and Elliott that could open the door to breaking up the company into separate businesses.
Activist situations can take a long time to play out, that is if they don't fizzle out completely.
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