Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on Crown Castle (CCI).
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Activism & Executive Moves Review (May 10)
Norfolk Southern (NSC) and Ancora battle to a draw as each side wins board seats. AHT and WSR shareholders vote this week. All the latest 13-Ds, cooperation agreements, and CEO/CFO Moves.
Weekly Activism & Executive Moves Review (May 3)
New cooperation agreements for Alight (ALIT), Applied Digital (APLD), Triumph Group (TGI), Zuora (ZUO), and LL Flooring Holdings (LL). PTON CEO steps down and Redstone removes Bakish at PARA.
BIG Company Directors with LOW Shareholder Support
Shareholders should be on high alert when directors are receiving low shareholder support across multiple directorships.
CEO Pay: The $25 Million Plus Pay Club
Membership in the CEO $25 Million Plus Pay Club isn’t as exclusive as it maybe should be. Here’s a look at who’s in the club and how they’ve performed.
Weekly Activism & Executive Moves Review (April 26)
Norfolk Southern vs. Ancora is getting ugly(er). Arena Group promotes insider to CEO after a tough year. Keurig Dr Pepper puts their COO at the helm.
SPAC Analysis
Daily SPAC Update – September 25, 2024
Breeze Holdings + YD Biopharma Deal. IVCB + OpSec Group Deal Termination. TBMC, TMTC, SKGR Votes Adjourned/Postponed. OAKU Extension Vote Today. IXAQ Extension Vote Set.
Daily SPAC Update – September 24, 2024
RFAC and NVAC Extensions Approved. MITA, NBST, TBMC, TMTC Extension Votes Today. IXAQ and FRLA Extension Votes Set.
Daily SPAC Update – September 23, 2024
RFAC Extension Vote. ACAB Extension Approved. MBAV Separate Trading. FTII + Longevity Biomedical SPAC Deal. BACA + Custom Health Deal Terminated.
Daily SPAC Update – September 20, 2024
Cayson Acquisition (CAPN) $60M SPAC IPO. CLOE + Global Hydrogen Energy Deal Vote. MITA Extension Vote. TBMC + ANSC Investor Decks. AFAR Delists.