We take a closer look at fundamentals at baby and children’s apparel retailer Carter’s (CRI) on the heels of the company’s ESG announcement.
Research & Analysis
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Activism, Governance, & Executive Moves
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Activist Alert: Treehouse Foods
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).
SPAC Analysis
Daily SPAC Update – August 28, 2024
Black Spade II (BSII) $150M IPO. MNTN Extension Vote. ACAC Deal Approved w/ 1.75M Redemptions. CLOE Deal Vote Postponed. CNDA + Events.com Merger Agreement.
Daily SPAC Update – August 27, 2024
CNDA + Events.com $399M Deal Announced. CLOE + Global Hydrogen Energy and ACAC + Foxx Development Deal Votes. SBXC Extension Vote. YOTA Extension Approved.
Daily SPAC Update – August 26, 2024
Iris Acquisition (IRAA) Cancels Vote. SilverBox III (SBXC) Postpones Vote. TRTLF to Liquidate. AVHI + VASO Deal Vote.
Daily SPAC Update – August 23, 2024
VSAC + Mediforum Deal Terminated; VSAC Announces LOI with Convergence CT. PTWO + SBC Medical Group Deal Vote. PPHP and SBXC Extension Votes. TortoiseEcofin Acquisition to Liquidate.
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