In a market where timing is everything, Polestar can’t seem to catch a break. Ahead of the long-awaited GGPI / Polestar merger vote on June 22nd, Elon Musk signals a hiring freeze and staff cuts– fueling concerns around China deliveries.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Razor-thin approvals: For Amazon shareholders, the conversation around pay, labor, and environment isn’t over
Narrow approval for Amazon’s compensation package, coupled with razor-thin approvals on environmental and worker safety proposals reveal a growing undercurrent of shareholder opposition. Momentum is building, which means for shareholders, this conversation is far from over.
SPAC Market Review – May 2022
Inflation, rising interest rates, and reduced corporate earnings across the board have led to persistent market gyrations which prove its too early for bottom fishing. The stampede out of deSPACs now makes it ‘deal-or-die’ time for those without targets.
Weekly Executive & Director Moves (May 27)
Twitter (TWTR) drama has Durban staying, new CEO at Frontdoor (FTDR), and a CFO transition at WeWork (WE) highlight this week’s exec moves.
Panic Time for Palantir?
The world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.
Starbucks latest brew: A nixed buyback and unionization bruising
A suspended corporate buyback amidst Schultz’s personal buying spree, a unionization bruising: Starbucks is still struggling to send the right message to shareholders.
Weekly Executive & Director Moves (May 20)
A surprising CEO transition at Under Armour (UAA) and an abrupt CFO resignation at Wheels Up (UP) highlight this week’s exec moves.
Target’s Bloodbath
Target had its worst day since the Black Monday crash in 1987. With inflation proving to be a slow-moving illness, governance and execution will be key for retail stocks.
Lowe’s Q1 Preview: Sifting through the Noise
Mixed messages between Home Depot and Walmart have the market on edge into LOW’s Q1 earnings. Still, we think this is a bottom for home improvement stocks.
Home Depot: Bad News Looks Baked-In
In a big week for retail earnings reports, we take a closer look at HD fundamentals and governance. Bottom line: don’t hate on HD into the Q1 print: the bar is set low, and long-term fundamentals look good.
SPAC & IPO Analysis
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.
Daily SPAC Update – March 4, 2025
Iris Acquisition (IRAA) + Liminatus Pharma Deal Vote. Watch for Late 10-Ks. Flag Ship (FSHP) Extends Outside Date to August 28, 2025