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 – January 31, 2025
Constellation (CSTAF) Extension Approved with $27M Redeemed. Hennessy Capital (HVII) Warrant Separation Announced. Maquia Capital (MAQC) Extension Vote.
Daily SPAC Update – January 30, 2025
Roth CH (USCTF) / Sharon AI SPAC Deal Deck. Another IPO as Stellar V (SVCCU) Prices $150M SPAC. MLACU Separate Trading Announced. Chain Bridge I (CBRRF) Accounting Issues.
Daily SPAC Update – January 29, 2025
Finnovate (FNVTF) Delays Deal Vote to February. RACY and MAQC Set Extension Votes. JACS Separate Trading on Jan 30. Constellation (CSTAF) Extension Vote.
Daily SPAC Update – January 28, 2025
Drugs Made in America (DMAA) $200M IPO. Evergreen (EVGR) Extension Vote. DT Cloud Acquisition (DYCQ) Deal Vote Set. New FTAC Emerald (FLDD) + Fold Investor Deck.
Daily SPAC Update – January 27, 2025
3 SPAC Deals Start the Week: Israel Acquisition (ISRL) + Gadfin and Embrace Change (EMCG) + Tianji Tire Global. Black Spade II (BSII) + World Media and Entertainment Universal.
Daily SPAC Update – January 24, 2025
ShoulderUp (SUAC) Extension Vote. RF Acquisition (RFAC) Deal Approved. Western Acquisition + Cycurion Deal Vote. FTAC Emerald (FLDD) Deal Vote Set.
Daily SPAC Update – January 23, 2025
Columbus Acquisition (COLA) $60M IPO. Plum Acquisition III (PLMJ) Extension Approved. Golden Star (GODN) Deal Approved with $27M Redeemed. RF Acquisition + GCL Asia Deal Vote.
Daily SPAC Update – January 22, 2025
OCA Acquisition (OCAX) to Liquidate after Disputed Deal Termination. Distoken (DIST) and Aura Fat Projects (AFAR) Merger Amendments.
Daily SPAC Update – January 16, 2025
LATG DeSPACs to Femco Steel Technology (KBSX). Plum Acquisition III Extension Vote. RRAC and EVGR Extension Votes Set. NOEM Separate Trading on Jan 16.
Daily SPAC Update – January 15, 2025
$150M Plum Acquisition IV and $50M Ribbon Acquisition SPAC IPOs. Aimfinity (AIMAU) and Quetta (QETA) Extensions Approved. Bowen (BOWN) + Qianzhi BioTech Deal Approved.