Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
Tidying Up: Activision Blizzard Refreshes Board Ahead of Microsoft Deal
Swirling in a sexual harassment crisis and amidst shareholder scrutiny of the Microsoft acquisition, the video game maker makes a timely Board refresh. Will the latest housecleaning be enough?
Boardroom Alpha Daily Read
We take a closer look at fundamentals at baby and children’s apparel retailer Carter’s (CRI) on the heels of the company’s ESG announcement.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Activist Alert: Treehouse Foods
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).
Danimer Scientific’s CEO on How Bioplastics Can Help Save the World
Boardroom Alpha talks to Steve Croskrey, CEO of Danimer Scientific (DNMR), on why bioplastics technology is ready for takeoff and how the company is moving the world toward a carbon negative future.
FOXO Technologies CEO Jon Sabes Is About to Disrupt the Insurance Industry
Boardroom Alpha talks to Jon Sabes, CEO of FOXO Technologies, which announced a SPAC merger with sponsor Delwinds Insurance Acquisition Corp. (DWIN). Sabes explains how epigenetic biomarkers can change the game for life insurance companies and tell us more about health and wellness than ever before.
SPAC & IPO Analysis
Daily SPAC Update – October 29, 2024
MCAA, BLAC, AITR Extension Votes Set. INAQ + Alpha Modus and TMTC + eLong Power Holding Deal Votes Today. GMFI Deal Termination.
Daily SPAC Update – October 28, 2024
NRAC Extension Set. INTE Extension Vote Today. VCIC and POLE Separate Trading Today. ONYX Acquisition to Liquidate on Nov 13.
Daily SPAC Update – October 25, 2024
Charlton Aria (CHAR) $75M SPAC IPO. RENE and FIAC Set Extension Votes. KVAC and LATG Vote Today.VCIC Separate Trading on Monday. KVAC and ALCY Adjournments.
Daily SPAC Update – October 24, 2024
Oacktree Acquisition III (OACC) $175M SPAC IPO. ALCY Extension Vote. CLOE Shareholders Approve Extension. Generation Asia I (GAQ) Liquidation.
Daily SPAC Update – October 23, 2024
IRRX, GBBK, MCAG, MSSA SPAC Extension Votes Set. CDAQ Investor Deck. CAPN Separate Trading Begins. FRLA, LATG Votes Delayed Again.
Daily SPAC Update – October 22, 2024
Vision Sensing (VSAC) to Liquidate as Aldel Financial II IPOs for $200M. IRRX and CCTS Set Extension Votes. PORT Cancels its Vote.
Daily SPAC Update – October 21, 2024
IVCA + AUS-Traded Bigtincan Holdings Deal Announced. RMG Acquisition Corp III Extension Approved w/ 473k Redemptions. Spark I Acquisition Letter of Intent. CLOE Vote Adjourned to November.
Daily SPAC Update – October 17, 2024
Global Technology Acquisition (GTAC) Liquidates at $11.50. Israel Acquisitions (ISRL) and Cartesian Growth II (RENE) Announced Non-Binding LOIs.
Daily SPAC Update – October 16, 2024
RFAC and IXAQ Extensions Approved. FNVT, SVII, and COOL Extension Votes Set. CLOE and LATG Adjourned. MARX Investor Deck.
Daily SPAC Update – October 12, 2024
IXAQ Extension Approved with 1.24M Redemptions. SVII and COOL SET Extension Votes. BHAC Moves to OTC. CLOE and LATG Adjourn Votes.