Activist investor reveals how Viasat spin-off could unlock $11 billion value
Key Points
- Activist investor Carronade Capital is pushing for Viasat to...
When an activist investor with a 2.3% stake starts making noise about an $11 billion opportunity, smart money pays attention. Carronade Capital Management just threw down the gauntlet at Viasat, demanding they split their defense unit from their communications business - and the math behind their argument is surprisingly compelling.
The Numbers Game: When 1+1 Equals 6
Here's where it gets interesting. Carronade isn't just throwing around wild valuations - they've done their homework. Viasat's communications division pulled in $3.3 billion in revenue for fiscal 2025, while defense contrib...
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