The WSJ’s Top 10 directors may look impressive on paper, but a deeper dive reveals troubling performance and shareholder losses. Prestige isn’t always performance—see the red flags for yourself.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Harley-Davidson’s Board Needs to Change. Can H Partners Make it Happen?
HOG’s board and executive team needs a shake-up. Can the Jared Dourdeville led H Partners campaign finally make it happen?
An Early Look at DEI / ESG Shareholder Proposal Results and Upcoming Votes (Proxy Season 2025 Update)
Shareholders show low support for DEI / ESG proposals, but show strong support for proposals that align board/execs to shareholders.
Proxy Fight Progress: Ancora Drops Their Contest. TRC, NHI, PSX Meetings Set
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Match Group Scrambles to Appease Shareholders After Anson Push
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Opposing Goldman Sachs’ Retention Bonus is Irrational
Why ISS and Glass Lewis are wrong to tell Goldman Sachs shareholders to vote against the Solomon / Waldron retention compensation.
SPAC Analysis
Daily SPAC Update – June 26, 2025
Blue Gold Debuts Post-SPAC. EGH Separate Trading. Breeze and Welsbach Extension Votes. Inception Growth Postpones and Updates Trust.
Daily SPAC Update – June 25, 2025
Two SPAC IPOs: Lightwave and Oxley Bridge. Evergreen + Forekast Deal Terminated. Columbus Circle/Pompliano Publish Investor Deck.
Daily SPAC Update – June 24, 2025
Bitcoin’s Pompliano Strikes SPAC Merger. SLAM and. Altenergy Both in Deal Termination Disputes. JVSA + DoubleDragon Deal Vote.
Daily SPAC Update – June 23, 2025
ShoulderUp DeSPACs to Dot Ai. Black Hawk Extension Votte. Colombier II Deal Vote Set.
Search Analysis
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