Boardroom Alpha sat down with TuSimple (TSP) CFO Pat Dillon to discuss the future of autonomous driving and what makes them special.
Insight that Drives the Boardroom
Stay ahead with data-backed research, governance analysis, and expert commentary for investors, activists, and corporate leaders.
Activism & Governance
What a Failed Nielsen Buyout Means for NLSN Stock
NLSN rejects a takeover offer from a private-equity consortium that valued the company at $25.40 a share. Here’s what the news means for NLSN stock.
Third Time’s a Charm: Schultz back from the Bench as SBUX Favorite Pinch Hitter
Kevin Johnson steps down as SBUX CEO, with Schultz returning on an interim basis once again.
AMC: It’s going to take more than popcorn, crypto and gold to turn this around.
Embattled movie theater chain AMC Entertainment Holdings (AMC) announced a 22% stake in Hycroft Mining Holding (HYMC).
SPAC financing gets more creative amidst clogged PIPE market
SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.
Terawatt CEO Neha Palmer talks electrification, ESG and why we need more women in tech
We sit down with Neha Palmer. Neha is CEO of Terawatt Infrastructure and a leader in the green community and corporate sustainability movement.
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Activist Alert: Cano Health (CANO)
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
Activist Alert: Bed Bath & Beyond (BBBY)
Cohen hopes for a GameStop (GME) re-run at short-squeeze favorite Bed Bath and Beyond (BBBY). Right now, it looks more like a meme stock.
SPAC & IPO Analysis
Daily SPAC Update – December 18, 2024
More SPAC Delistings as Battery Future and Burtech Go Down. Integrated Wellnes and Spree Shareholders Approve Extensions. Mars Acquisition Deal Approved.
Daily SPAC Update – December 17, 2024
Winvest Acquisition (WINV) Extension Approved. Target Global Acquisition and IX Acquisition Delistings. WAVS and ALSA Set Extension Votes.
Daily SPAC Update – December 16, 2024
INAQ DeSPACs to Alpha Modus (AMOD) and IVCP DeSPACs to AleAnna Energy (ANNA). MITA Extension Vote Set. RRAC Moved to OTC. FACT Separate Trading on Dec 20.
Daily SPAC Update – December 13, 2024
Despite Delistings, Liquidations, and Failed Deals, SPAC IPOs Keep Coming. Roman DBDR Acquisition Corp. II (DRDB) $200M and Mountain Lake Acquisition Corp. $210M IPOs.
Daily SPAC Update – December 12, 2024
Swiftmerge Acquisition (IVCP) + AleAnna Energy Deal Vote. Mars Acquisition (MARX) + ScanTech Deal Vote. PRLH and IGTA Extensions Approved. IGTA to be Delisted.
Daily SPAC Update – December 10, 2024
Jackson Acquisition II $200M IPO (Jackson I Liquidated). APXI Shareholders Approve Extension w/ 5M Redemptions. HCVI Merger Amendment. SLAMF Vote Adjourned and IVCB Vote Postponed.
Daily SPAC Update – December 9, 2024
TCHP + Coincheck Deal Approved. GLLI, INAQ, ESHA Shareholders Approve Extensions. DP Cap Acquisition (DPCS) Dismisses Accountant. SLAM and BRKH Extension Votes.
Daily SPAC Update – December 6, 2024
Roth CH Acquisition (ROCL) Extension Approved IGTA, INAQ, KACL Extension Votes. DP Cap Acquisition (DPCS) Dismisses Marcum. BRKH Deal Deck.
Daily SPAC Update – December 5, 2024
Thunder Bridge (THCP) + Coincheck Deal Vote Today. ATEK Announced deal with Ace Green Recycling. Tavia Acquisition IPOs at $100M.
Daily SPAC Update – December 4, 2024
Global Star (GLST) Extension Approved. APXI Extension Vote Today. ATMC Updates Trust Numbers. LATG Deal Vote Set for Dec 23. ATMV, SHAP, TRON, INAQ Set Extension Votes.