We sit down with Neha Palmer. Neha is CEO of Terawatt Infrastructure and a leader in the green community and corporate sustainability movement.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Activist Alert: Cano Health (CANO)
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
Activist Alert: Bed Bath & Beyond (BBBY)
Cohen hopes for a GameStop (GME) re-run at short-squeeze favorite Bed Bath and Beyond (BBBY). Right now, it looks more like a meme stock.
DWAC: Where Big Tech and Free Speech Collide
Digital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.
SPAC Analysis
SPAC Daily: Chamath’s IPOD and IPOF Look to Extend
Chamath’s IPOD and IPOF SPACs both filed prelim proxies to extend their deadlines into 2023, and the rest of the day’s SPAC news.
SPAC Daily: Mudrick Capital Acquisition II Gets Burned Again
Mudrick Capital Acquisition Corp. II (MUDS) gets spurned again, this time by Blue Nile, and the rest of the day’s SPAC news.
SPAC Daily: Second DA for Tailwind Acquisition (TWND)
Tailwind Acquisition Corp (TWND) kicked off the week with a DA to take NUBURU public and the rest of the day’s SPAC news.
SPAC Daily: Return of the IPO
Return of the SPAC IPOs after a hiatus, August new deals are off to a hot start, and the rest of the day’s news in SPACs.