Activist Alert: Bed Bath & Beyond (BBBY)

by BA Research | Mar 9, 2022 | Activism

Ryan Cohen hopes for a GameStop re-run at this short-squeeze favorite. Right now, it looks more like a meme stock and less of a turnaround. Ryan Cohen, billionaire co-founder of online pet-product retailer Chewy Inc. (CHWY) has taken a 9.8% stake in Bed Bath &...

DWAC: Where Big Tech and Free Speech Collide

by BA Research | Mar 7, 2022 | General, SPACs

The disruption of mainstream media is now an investing theme Following the theme of “what’s working in SPACs,” we take a closer look at Digital World Acquisition Corp. (DWAC). With a war in the Ukraine drawing even more attention to the issues of censorship, free...

Weekly Executive & Director Moves (Mar 4)

by BA Research | Mar 4, 2022 | CEO / CFO / Director Resignations & Appointments

Boardroom Alpha provides in-depth analytics and tracking of all public company executives and officers. Below is a rundown of people moves made at notable companies this past week. Get a demo today to see how you can receive real-time alerts and in-depth analytics....

Earnings Spotlight: Broadcom (AVGO)

by BA Research | Mar 3, 2022 | Earnings

Let’s not be too cute ahead of the Q. With 5G heating up, we know which side of the line we want to be on. Key points ahead of the quarter AVGO reports F1Q2022 earnings today aftermarket. Consensus calls for $8.08 (+4% Q/Q, 23% Y/Y) on revenue of $7.6 billion (+3%...

Earnings Spotlight: Snowflake (SNOW)

by BA Research | Mar 2, 2022 | Earnings

Team Slootman has SNOW revenues racing. But no, we don’t think it deserves a SaaS valuation. Key points ahead of the quarter   SNOW reports FQ42022 earnings today aftermarket. This is a great name to watch as a proxy for cloud computing giants Amazon (AMZN),...