A surprising CEO transition at Under Armour (UAA) and an abrupt CFO resignation at Wheels Up (UP) highlight this week’s exec moves.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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.
Beyond Meat: Less Plant Power and More Profit, Please.
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.
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?
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.