Therealreal (REAL) founder and CEO departs, and Hippo (HIPO) quickly has a change at CEO highlights this week’s exec moves.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Founder Richard Schulze Bets Big on BBY Stock
Best Buy (BBY) founder and director Richard Schulze just bought almost $20 million in stock. Meanwhile, Target (TGT) lowers guidance again, citing excess inventory concerns.
Cathie Wood buys Coinbase amidst heavy insider selling and sloppy cost controls.
As the market’s favorite contrarian Cathie Wood buys COIN on the dip, we take a look at performance and insider trading. Our take: a head-in-the-sand strategy does little to holster confidence. We continue to see more downside risk ahead and avoid COIN shares.
Weekly Executive & Director Moves (June 3)
Sheryl Sandberg stepping down as COO of Meta Platforms stole the spotlight. But, there was still a lot of movement as the markets moved into June.
Elon’s “super bad feeling” casts a shadow on Polestar debut
In a market where timing is everything, Polestar can’t seem to catch a break. Ahead of the long-awaited GGPI / Polestar merger vote on June 22nd, Elon Musk signals a hiring freeze and staff cuts– fueling concerns around China deliveries.
Razor-thin approvals: For Amazon shareholders, the conversation around pay, labor, and environment isn’t over
Narrow approval for Amazon’s compensation package, coupled with razor-thin approvals on environmental and worker safety proposals reveal a growing undercurrent of shareholder opposition. Momentum is building, which means for shareholders, this conversation is far from over.
SPAC Analysis
Daily SPAC Update – November 18, 2024
GBBK Extends and Gets New Sponsor. GLobal Star (GLST) Extension Vote Set. FTII, IPXX Extension Votes.
Daily SPAC Update – November 15, 2024
HSPT $60M SPAC IPO. SVII and MSSA Extend. MARX Deal Vote Set. BRKH Extension Vote Set. DPCS Delisting. THCP Deal Deck.
Daily SPAC Update – November 14, 2024
DPCS and PORT SPAC Extensions Approved. Plum / Tactical Resources Investor Deck. CBRG, DIST, and IRRX Shareholders Vote Extensions Today. ACAB DeSPAC.
Daily SPAC Update – November 13, 2024
DPCS, MCAG, BLAC, FNVT Extensions Approved. RFCA and SSVII Extension Votes Today. IRXX, SVII Votes Postponed.