GGPI shareholders go to vote on the latest EV SPAC deal. Warrant prices remain at their lows with no end in site. Plus the days’s biggest movers.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Weekly Executive & Director Moves (June 17)
FedEx (FDX) appoints new directors in conjunction with D.E. Shaw, and cbdMD (YBCD) CEO, accused of fraud, resigns.
Can Redfin Find Its Way to Profitability?
Redfin CEO Glenn Kelman says the real estate brokerage will post an operating profit this year. Headcount reductions are a good start, but there’s still plenty of work to do to stabilize troubling iBuying trends.
Governance Alert: FedEx
FedEx (FDX) is making some shareholder-friendly moves, including an over 50% dividend hike, adding two independent directors, and a TSR-based executive compensation metric. We applaud the changes, but now the real work begins. Can a new CEO and refreshed board improve margins?
5 Long-Tenured CEOs that Need to Turn Things Around
While COVID-related issues are abating, it’s no secret that many companies are still struggling to find their footing. We take a close-up look at 5 long-tenured CEOs (+ 1 co-CEO) that are facing big negative 3-year returns.
ExxonMobil Hits First Record High in Eight Years
With ExxonMobil shares hitting a new 52-week high and “making more money than God,” according to President Joe Biden, we take a closer look at financials and governance.
Weekly Executive & Director Moves (June 10)
Therealreal (REAL) founder and CEO departs, and Hippo (HIPO) quickly has a change at CEO highlights this week’s exec moves.
Founder Richard Schulze Bets Big on BBY Stock
Best Buy (BBY) founder and director Richard Schulze just bought almost $20 million in stock. Meanwhile, Target (TGT) lowers guidance again, citing excess inventory concerns.
Cathie Wood buys Coinbase amidst heavy insider selling and sloppy cost controls.
As the market’s favorite contrarian Cathie Wood buys COIN on the dip, we take a look at performance and insider trading. Our take: a head-in-the-sand strategy does little to holster confidence. We continue to see more downside risk ahead and avoid COIN shares.
Weekly Executive & Director Moves (June 3)
Sheryl Sandberg stepping down as COO of Meta Platforms stole the spotlight. But, there was still a lot of movement as the markets moved into June.
SPAC & IPO Analysis
Daily SPAC Update – March 19, 2025
International Media Says Deal News is False. Cohen Circle and Ukraine’s Kyivstar Deal. Northview Extenstion Vote Adjourned to March 21.
Daily SPAC Update – March 18, 2025
Hennessey Capital Deal Vote and Metal Sky Star Extension Vote Set. Northview Acquisition Extensino Vote. Quartsea Acquisition $72M IPO.
Daily SPAC Update – March 17, 2025
Target Global and VenHub Fight Over Deal Termination. Hennessey Capital VI + Namib Minerals Deal Vote Set. 3 More SPAC Delistings.
Daily SPAC Update – March 14, 2025
Finnovate Delays Deal Vote Again. Bannix Acquisition (BNIX) Extends. Bukit Jalil (BUJA) and Sk Growth (SKGR) Votes Set. Columbus Acquisition (COLA) Separate Trading.
Daily SPAC Update – March 12, 2025
Perception Capital IV / Blue Gold Deal Approved. Inflection Point (IPXX) Forward Purchase Agreement. K&F Growth Separate Trading Starts Tomorrow.
Daily SPAC Update – March 11, 2025
USA Rare Earth Deal with Inflection Point Acquisition II Approved. Liminatus Pharma + Iris Acquisition Approved. Aquaron Delisting. SK Growth and Oak Woods Get Vote Dates.
Daily SPAC Update – March 10, 2025
Inflection Point Acquisition II + USA Rare Earth Deal Vote. Aquaron Acquisition Delisting.
Daily SPAC Update – March 7, 2025
Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.
Daily SPAC Update – March 6, 2025
Perception Capital + Blue Gold Holdings Deal Vote
Daily SPAC Update – March 5, 2025
Focus Impact (BHAC) Deal Approved; Expects to Close in March. Relativity Acquisition (RACY) Tries Again with Instinct Brothers.