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.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
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 Market Review – April 2022
The market is a mess right now. A hawkish Fed and even more cautious SEC are slowing deals….but may raise the bar for more quality SPACs down the line.
BA Daily Read: Will a New CEO Serve Denny’s Stock a Grand Slam?
Denny’s (DENN) CEO John Miller retires later this year after more than a decade of solid performance. Who’s up for the challenge of reviving casual dining?
BA Daily Read: Elliott Shakes Things Up at Suncor Energy
Despite a rising tide for oil & gas stocks, Suncor Energy (SU) has lagged peers. Activist Elliott Investment Management thinks a changeup and re-rating could unlock 50% upside.
The Green Energy Movement will be Digitized, says Voltus CEO Gregg Dixon
Voltus is gearing up for a $1.3B SPAC IPO in the coming months. We chat with CEO Gregg Dixon, who shares how the company is leading the charge to decentralize, decarbonize and digitize our energy resources.
BA Daily Read: Can A New CEO Bring LoanDepot Back to Life?
Can Loan Depot’s new CEO bring the home lender back to life? Frank Martell will need to figure out how to grow in a cooling, competitive market.
BA Daily Read: Can the Netflix Board turn things around?
With NFLX nearing a 4-year low, we take a close look at executive and board leadership, including equity ownership and trading activity. Bottom line: we’d like to see more action.
SPAC & IPO Analysis
Daily SPAC Update – March 31, 2025
Aimfinity + Docter Inc. Deal Approved. Bukit Jalil + Global IBO Group Deal Vote. New SK Growth / WebBull Investor Deck.
Daily SPAC Update – March 28, 2025
FNVT + Scage and INTE + Flybondi Deal Votes Today. SK Growth Extension Vote. COOL & TRON Get New Auditors. DMYY Trust Issues.
Daily SPAC Update – March 27, 2025
Oak Woods Extends to September 2025. HCM II Deal with Terrestrial Energy Announced. Aimfinity + Docter Deal Vote. Finnovate Drops Marcum.
Daily SPAC Update – March 26, 2025
Northview Extends to June. Marblegate Deal with DePalma Approved with $3.5M in Redemptions. DP Cap Acquisition Changes Accountants Again.
Daily SPAC Update – March 25, 2025
Newbury Street and DT Cloud Extend with $5.7M and $20M in Redemptions. Compass Digital Extension Vote Set. Concord Gets New Auditor. Winvest Delisting.
Daily SPAC Update – March 21, 2025
Newbury Street and Northview Extension Votes Today. Focus Impact Bh3 Extension Vote Set. SK Growth Opportunities Vote Delayed Again.
Daily SPAC Update – March 19, 2025
International Media Says Deal News is False. Cohen Circle and Ukraine’s Kyivstar Deal. Northview Extenstion Vote Adjourned to March 21.
Daily SPAC Update – March 18, 2025
Hennessey Capital Deal Vote and Metal Sky Star Extension Vote Set. Northview Acquisition Extensino Vote. Quartsea Acquisition $72M IPO.
Daily SPAC Update – March 17, 2025
Target Global and VenHub Fight Over Deal Termination. Hennessey Capital VI + Namib Minerals Deal Vote Set. 3 More SPAC Delistings.
Daily SPAC Update – March 14, 2025
Finnovate Delays Deal Vote Again. Bannix Acquisition (BNIX) Extends. Bukit Jalil (BUJA) and Sk Growth (SKGR) Votes Set. Columbus Acquisition (COLA) Separate Trading.