Therealreal (REAL) founder and CEO departs, and Hippo (HIPO) quickly has a change at CEO highlights this week’s exec moves.
Insight that Drives the Boardroom
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Activism & Governance
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.
Elon’s “super bad feeling” casts a shadow on Polestar debut
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.
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.
SPAC & IPO Analysis
Daily SPAC Update – April 30, 2025
AltEnergy Extends to May 2026. ClimateRock, Healthcare AI, Clean Energy Special Situations Extension Votes. Distoken and Chenghe Postpone Deal Votes.
Daily SPAC Update – April 29, 2025
Black Hawk Deal with Vesicor Therapeutics. Integrated Rail & Resources and Rigel Resource Set Extension Votes. Healthcare AI Acquisition Adjourns Vote to April 30.
Daily SPAC Update – April 28, 2025
Rigel Resources Sets Extension Vote. Helathcare AI Extension Vote Today. SPAC IPOs Keep Coming.
Daily SPAC Update – April 25, 2025
Cantor’s Deal Pops Stock. DT Cloud and Ares Acquisition II Extensions Approved. Investcorp AI Extension Vote Set.
Daily SPAC Update – April 24, 2025
Cantor’s Bitcoin/Tether/Softbank Deal Announced. Hennessy Capital + Namib Minerals Deal Vote Set. Yotta Acquisition Delisting.
Daily SPAC Update – April 23, 2025
Compass Digital and Technology & Telecommunication Extensions Approved. Flagship Switches Deals. GSR III + Terra Innvatum Deal.
Daily SPAC Update – April 21, 2025
Papaya Growth Opportunity (PPYA) + PX Energy Deal Announced. FERA, RAC, LOKV Separate Trading. Globalink and IX Acquisition Amend Merger Agreements.
Daily SPAC Update – April 18, 2025
Fifth Era & Live Oak Separate Trading on Monday. AI Transportation Delisted. DT Cloud Acquisition Extension Vote Postponed.
Daily SPAC Update – April 16, 2025
Denali Capital Extension Approved. Compass Digital and Technology & Telecommunications Extension Votes Today. Pyrophyte Sets Extension Vote. Newhold III Separate Trading.
Daily SPAC Update – April 14, 2025
Ares Acquisition + Kodiak Robotics Deal Announced. More Deal Terminations. Focus Impact BH3 Extends and Auditor Changed. Altenergy and Healthcare AI Extension Votes Set.