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 – March 7, 2025
Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.
Daily SPAC Update – March 6, 2025
Perception Capital + Blue Gold Holdings Deal Vote
Daily SPAC Update – March 5, 2025
Focus Impact (BHAC) Deal Approved; Expects to Close in March. Relativity Acquisition (RACY) Tries Again with Instinct Brothers.
Daily SPAC Update – March 4, 2025
Iris Acquisition (IRAA) + Liminatus Pharma Deal Vote. Watch for Late 10-Ks. Flag Ship (FSHP) Extends Outside Date to August 28, 2025
Daily SPAC Update – March 3, 2025
Rigel Resource (RRAC) Deal + Aurus Deal Approved. Maywood Acquisition (MAYA) Separate Trading.
Daily SPAC Update – February 28, 2025
Fifth Era Acquisition $200M IPO. Rigel Resource (RRAC) + Aurous Deal Vote. CMCAF Extension Vote & Non-Redemption Agreement.
Daily SPAC Update – February 27, 2025
Rithm Acquisition $200M IPO. DMY Goes Quantum Again with Horizon as de Masi Moves On and Harry You Takes Over.
Daily SPAC Update – February 19, 2025
BRAC + Openmarkets Group Deal Terminated. Arogo Capital + Bangkok Tellink Deal Announced. Relativity Acquisition Extension Approved.
Daily SPAC Update – February 13, 2025
Two More SPAC IPOs – Artius II (AACBU) $200M and Maywood (MAYA) $75M. RACY Extension Vote. FTAC Emerald + Fold Deal Vote.
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.