On the heels of disastrous Q1 results, we take a closer look at BYND fundamentals and governance. If this is a zero margin business, stick a fork in it–its done.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
After an Unceremonious Proxy Battle, What’s Next for Kohl’s?
With an unceremonious proxy battle now behind the company, will Kohl’s CEO Michele Gass double down on a turnaround effort or will the retailer look to sell?
BA Daily Read: Meet 3 Women CEOs Driving Returns
We look at 3 female CEOs that are outperforming benchmarks right now.
BA Daily Read: A Closer Look at Say-on-Pay Failures
14 companies have already failed a Say-on-Pay vote. We look at the most problematic of the bunch.
BA Daily Read: Dan Loeb Gives Shell a Nudge in it’s Oil-to-Energy Transition
Dan Loeb’s Third Point, which has increased its stake in oil & gas giant Shell, is pushing for a separation of the legacy and renewables business. With shares trading at deep discount to peers, its a timely conversation.
BA Daily Read: Housecleaning at Dentsply Sirona
Dentsply Sirona (XRAY) fires its CEO. Will new leadership drive a strategy shift to get the consumer business smiling again?
NYC Pension Funds Want Amazon Accountable for Human Capital
AMZN stock is performing, but are warehouse workers paying the price? We talk to Assistant NYC Comptroller Michael Garland on the NYC Pension Funds’ move to unseat two Amazon board members responsible for human capital management at the tech giant.
BA Daily Read: Can Shutterstock Save Itself?
Shutterstock’s CEO abruptly departs, insiders are dumping stock. Does this board have any new ideas or is everyone abandoning ship?
BA Daily Read: Kroger vs. Icahn– A Closer Look at Board Nominees
In the battle between Icahn and Kroger, we take a close-up look at the grocery giant’s financial performance and governance. How well has the Kroger board done and how well do Icahn’s nominees stack up?
Activist Alert: Western Digital
With Elliott pushing storage supplier Western Digital to divest its Flash business, we take a closer look at financial performance and governance.
SPAC & IPO Analysis
Daily SPAC Update – February 12, 2025
Nabors Energy Transition II (NETD) Deal Announced with e2Companies. Atherium (GMFI) Extension Vote. Global Star (GLST) Fixes Trust Mistake. FTAC Emerald (FLDD) Deal Vote Delayed to Feb 13.
Daily SPAC Update – February 11, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 10, 2025
PowerUp Acquisition (PWUP) Deal Vote Approved. Rigel Resource Acquisition (RRAC) Deal Vote Postponed Again.
Daily SPAC Update – February 7, 2025
K Growth Acquisition II (KFIIU) $250M IPO. Focus Impact BH3 (BHAC) Sets Feb 27 Deal Vote. FG Merger II (FGMC) Separate Trading on Feb 11.
Daily SPAC Update – February 6, 2025
Inflection Point (IPXX) and CSLM Acquisition (CSLMF) Merger Amendments. ShoulderUp (SUAC) + SEE ID Merger Vote.
Daily SPAC Update – February 5, 2025
DT Cloud (DYCQ) Adjusts Proposed Extension Fees. Global Star (GLST) Approaches Delisting. Inflection Point (IPXX) + USA Rare Earth Investor Deck. Hennessy Capital VII (HVII) Separate Trading.
Daily SPAC Update – February 4, 2025
Evergreen (EVGR) Extension Approved. Inflection Point (IPXX) Deal Deck. Aimfinity (AIMAU) Updates Deal Earnouts. Powerup (PWUP) + AspireBioPharma Deal Vote.
Daily SPAC Update – February 3, 2025
Maquia Capital (MAQC) Extension Approved. GLST + K Enter Holdings Merger Vote. Broad Capital (BRAC) Sets Deal Vote. DRDB and MLAC Separate Trading.
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.