The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Weekly Activism & Executive Moves Review (Mar 29)
Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.
Shareholders Vote Their Director Discontent – Voting Through March So Far
Shareholders are sending these companies and directors a message in 2024. See the list of companies and directors where directors lack support.
Weekly Activism & Executive Moves Review (Mar 22)
Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).
Weekly Activism & Executive Moves Review (Mar 15)
Starbucks wins. Rubric Capital v Xperi to heat up. Radoff in at BOOM. Thirdpoint/Saddlepoint in at AAP. 3M (MMM) gets a new CEO. Plank back at Under Armour.
Weekly Activism & Executive Moves Review (Mar 2- Mar 8)
New cooperation agreements at Barnes Group (Irenic), Chef’s Warehouse (Legion), and Ventas (Land & Buildings). Arkhouse/Brigade raise their bid for Macy’s. Weekly CEO/CFO Moves.
SPAC Analysis
Daily SPAC Update – May 8, 2025
Hennessy Capital VI + Namib Minerals Deal Approved. Rigel Resources Extension Vote.
Daily SPAC Update – May 7, 2025
Dune Acquisition II $125M SPAC IPO. Distoken and Winvest Deal Vote Delays. DT Cloud Sets Date to Vote on Extension Fee Changes. Healthcare AI Extension Approved w/ $3M Redeemed.
Daily SPAC Update – May 6, 2025
May Starts Hot for SPAC IPOs. Hennessy Capital VI + Namib Minerals Deal Vote. Alpha Star + OU XData Group Approved. Investcorp AI to OTC.
Daily SPAC Update – May 5, 2025
May Starts Hot for SPAC IPOs. Hennessy Capital VI + Namib Minerals Deal Vote. Alpha Star + OU XData Group Approved. Investcorp AI to OTC.
Search Analysis
Get it In Your Inbox
Podcast
