There is more than one reason why DS Smith held a fascinating presentation yesterday
First I see that GlaxoSmithKline (GSK) shares were nicely firm yesterday. As I noted here back in mid-February I could see an opportunity to buy the shares...which I did later on that month. Yesterday’s move was driven by an article - planted in the FT - which noted that "Hedge fund Elliott builds up multibillion-pound stake in GSK...Activist group’s investment comes as UK drugmaker's performance lags rivals".

