FedEx (FDX) is making some shareholder-friendly moves, including an over 50% dividend hike, adding two independent directors, and a TSR-based executive compensation metric. We applaud the changes, but now the real work begins. Can a new CEO and refreshed board improve margins?
Research & Analysis
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Activism, Governance, & Executive Moves
5 Long-Tenured CEOs that Need to Turn Things Around
While COVID-related issues are abating, it’s no secret that many companies are still struggling to find their footing. We take a close-up look at 5 long-tenured CEOs (+ 1 co-CEO) that are facing big negative 3-year returns.
ExxonMobil Hits First Record High in Eight Years
With ExxonMobil shares hitting a new 52-week high and “making more money than God,” according to President Joe Biden, we take a closer look at financials and governance.
Weekly Executive & Director Moves (June 10)
Therealreal (REAL) founder and CEO departs, and Hippo (HIPO) quickly has a change at CEO highlights this week’s exec 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.
SPAC Analysis
Daily SPAC Update – January 15, 2025
$150M Plum Acquisition IV and $50M Ribbon Acquisition SPAC IPOs. Aimfinity (AIMAU) and Quetta (QETA) Extensions Approved. Bowen (BOWN) + Qianzhi BioTech Deal Approved.
Daily SPAC Update – January 14, 2025
Cohen Circle (CCIR) LOI with Ukranian Firm. BRKH DeSPACs to Blaize (BZAI). PPYA Extension Vote. Aimfinity Extends to Oct 2025. Bowen Acquisition (BOWN) Forward Purchase Agreement.
Daily SPAC Update – January 13, 2025
Bowen (BOWN) and Cartica (CITE) Extensions Approved. Broad Capital (BRAC) Extension Vote Today. Bowen (BOWN) Deal Vote.
Daily SPAC Update – January 10, 2025
Israel (ISRL) Extension Approved, but $73M of Trust Redeemed. Bowen Acquisition (BOWN) and Quetta Acquisition (QETA) Extension Votes.
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