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 – December 17, 2024
Winvest Acquisition (WINV) Extension Approved. Target Global Acquisition and IX Acquisition Delistings. WAVS and ALSA Set Extension Votes.
Daily SPAC Update – December 16, 2024
INAQ DeSPACs to Alpha Modus (AMOD) and IVCP DeSPACs to AleAnna Energy (ANNA). MITA Extension Vote Set. RRAC Moved to OTC. FACT Separate Trading on Dec 20.
Daily SPAC Update – December 13, 2024
Despite Delistings, Liquidations, and Failed Deals, SPAC IPOs Keep Coming. Roman DBDR Acquisition Corp. II (DRDB) $200M and Mountain Lake Acquisition Corp. $210M IPOs.
Daily SPAC Update – December 12, 2024
Swiftmerge Acquisition (IVCP) + AleAnna Energy Deal Vote. Mars Acquisition (MARX) + ScanTech Deal Vote. PRLH and IGTA Extensions Approved. IGTA to be Delisted.
Daily SPAC Update – December 10, 2024
Jackson Acquisition II $200M IPO (Jackson I Liquidated). APXI Shareholders Approve Extension w/ 5M Redemptions. HCVI Merger Amendment. SLAMF Vote Adjourned and IVCB Vote Postponed.
Daily SPAC Update – December 9, 2024
TCHP + Coincheck Deal Approved. GLLI, INAQ, ESHA Shareholders Approve Extensions. DP Cap Acquisition (DPCS) Dismisses Accountant. SLAM and BRKH Extension Votes.
Daily SPAC Update – December 6, 2024
Roth CH Acquisition (ROCL) Extension Approved IGTA, INAQ, KACL Extension Votes. DP Cap Acquisition (DPCS) Dismisses Marcum. BRKH Deal Deck.
Daily SPAC Update – December 5, 2024
Thunder Bridge (THCP) + Coincheck Deal Vote Today. ATEK Announced deal with Ace Green Recycling. Tavia Acquisition IPOs at $100M.
Daily SPAC Update – December 4, 2024
Global Star (GLST) Extension Approved. APXI Extension Vote Today. ATMC Updates Trust Numbers. LATG Deal Vote Set for Dec 23. ATMV, SHAP, TRON, INAQ Set Extension Votes.
Daily SPAC Update – December 3, 2024
TGAA + VenHub Deal Announced. ESHA and GLLI Extension Votes Today. SHAP, TRON, ATMC Extension Votes Set. BRKH Deal Vote Set.