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.
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 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.
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.
SPAC & IPO Analysis
Daily SPAC Update – June 4, 2025
Globalink Investment (GLLI) Extension Vote. Eureka and Target Global Set Extension Votes. Chenghe II Updates Trust and Forward Purchase Agreement.
Daily SPAC Update – June 2, 2025
Black Spade II Deal with World Media and Entertainment Universal Approved — but $135M Redeemed. Winvest Vote Adjourned to June 27. SIDDHI Acquisition Split Trading.
Daily SPAC Update – May 30, 2025
3 SPAC Deals Go to Vote: WINV, DIST, BSII. Aetherium (GMFI) Vote Postponed to June. Digital Asset and Real Asset Set Warrant Separation Dates.
Daily SPAC Update – May 29, 2025
May’s SPAC IPO Surge Continues: Over 20 SPAC IPOs Raising $5B as Jena II and Wintergreen Come to Market.
Daily SPAC Update – May 28, 2025
Two More SPAC IPOs. DT Cloud Acquistion Extension Fee Change Approved. Roth CH Acquisition + SharonAI Deal Deck. M3-Brigade V Gets New Sponsor.
Daily SPAC Update – May 27, 2025
Chenge Acquisition II Deal with Polibeli Group Approved but $88M Redeemed. Investcorp Europe + nexxbuild Deal Announced. ASPAC III Terminates with HDEducation and ReUps with Bioserica International.
Daily SPAC Update – May 23, 2025
Target Global Acquisition Deal Officially Terminated After Dispute. Bannix Deal with VisionWave Technologies Approved. Chenghe Acquisition II + Pollbeli Group Deal Vote.
Daily SPAC Update – May 22, 2025
Oyster Enterprises II $220M Upsized SPAC IPO. Bannix + VisionWave Technologies Deal Vote. UY Scuti Separate Trading Announced.
Daily SPAC Update – May 21, 2025
Two More SPAC IPOs: Armada II $220M and ProCap Acquisition $200M. GlobalLink Investment Extension Vote Set. Welsbach / Evolution Metals Investor Deck.
Daily SPAC Update – May 20, 2025
Integrated Rail & Resources Extends with $2.76M in Redemptions. Welsbach Technology / Evolution Metals Deal Vote Set & New Investor Deck. DT Cloud Acquisition Vote Postponed.