Inflation, rising interest rates, and reduced corporate earnings across the board have led to persistent market gyrations which prove its too early for bottom fishing. The stampede out of deSPACs now makes it ‘deal-or-die’ time for those without targets.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (May 27)
Twitter (TWTR) drama has Durban staying, new CEO at Frontdoor (FTDR), and a CFO transition at WeWork (WE) highlight this week’s exec moves.
Panic Time for Palantir?
The world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.
Starbucks latest brew: A nixed buyback and unionization bruising
A suspended corporate buyback amidst Schultz’s personal buying spree, a unionization bruising: Starbucks is still struggling to send the right message to shareholders.
Weekly Executive & Director Moves (May 20)
A surprising CEO transition at Under Armour (UAA) and an abrupt CFO resignation at Wheels Up (UP) highlight this week’s exec moves.
Target’s Bloodbath
Target had its worst day since the Black Monday crash in 1987. With inflation proving to be a slow-moving illness, governance and execution will be key for retail stocks.
SPAC Analysis
Daily SPAC Update – November 8, 2024
CLOE + Global Hydrogen Energy Deal Vote. $200M GSR III Acquisition SPAC IPO. ACAB Deal Approved. NPAB and CCTS Shareholders Approve Extension.
Daily SPAC Update – November 7, 2024
ACAB + Abpro SPAC Deal Vote. MCAA Extension Vote. FRLA and INTE Shareholders Extend. ROCL Deal and GLAC Extension Votes Set. ACAB Non-Redemption Agreement.
Daily SPAC Update – November 6, 2024
NRAC and ALCY Shareholders Approve SPAC Extensions. YHNA Separate Trading. ESHA Extension Vote on Dec 3. FNVT and RENE Extension Votes Today.
Daily SPAC Update – November 5, 2024
ESHA Extension Vote. HAIA Updates Redemption Amount. AVHI Deal Termination and Liquidation at $11.12. MSSA Letter of Intent.
Search Analysis
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