GGPI shares are up 6% on an announced Polestar partnership with HTZ that includes purchasing up to 65,000 EVs over five years. We continue to view the shares as undervalued heading into the merger.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (Apr 1)
Fred Smith is retiring from FDX, Volta’s founders depart, Claure replaced at WE, and the rest of the week’s executive moves.
SPAC Market Review – March 2022
Despite increased scrutiny and apparent investor fatigue, deals are getting done and SPACs remain an attractive path to the public markets.
Activist Alert: Kroger is next in Icahn’s Animal Welfare Campaign
Kroger Co (KR) is the latest in Carl Icahn’s animal welfare push, as activist pushes for changes among its pork suppliers and to address a widening gap between worker and executive pay.
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Weekly Executive & Director Moves (Mar 25)
Janus Henderson (JHG) gets new CEO in Ali Dibadj while Cohen wins 3 board seats at Bed Bath and Beyond (BBBY).
SPAC Analysis
SPAC Daily: LEAP and FST to Liquidate
Ribbit LEAP (LEAP) and Fast Acquisition II (FST) lead a new wave of liquidations, and the rest of the day’s news in SPACs.
SPAC Market Review – July 2022
Liquidations, cancelled deals, and a dead IPO market highlight Boardroom Alpha’s July 2022 SPAC market review. Read for a full recap.
SPAC Daily: 3 New Deals to Start the Week
3 more SPAC merger definitive agreements announced on Monday and the rest of the day’s news in SPACs. SLAC, ENCP, GLTA
SPAC Daily: Athena Consumer Strikes German EV Deal
Athena Consumer (ACAQ) Strikes German EV Deal with Next.e.GO and the rest of the day’s moves in the SPAC market.