This week’s podcast dives into the Internet of Things (IoT) as BoardRoom Alpha talks to Rani Kohen, founder of Sky Technologies (SKYX), which completed its IPO in February.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
GGPI / Polestar gaining momentum on 5-Year HTZ Deal
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.
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.
SPAC Analysis
Daily SPAC Update – August 16, 2024
SBXD, HOND $200M IPOs. YOTA Extension Vote. MACA DeSPACs to SLXN and AACI DeSPACS to RZLV. EMCG Extension Approved (2.9M redemptions). CLOE Vote Postponed.
Daily SPAC Update – August 15, 2024
SPAC Late 10-Q Filings Come Piling In. Bolt Projects Holdings (BSLK) Drops 19% on DeSPAC and Down Big Pre-Market.
Daily SPAC Update – August 14, 2024
GAMC DeSPACs to BSLK. IVCA, CPTK, RRAC Extensions Approved. CVII Deal Approved. NOVV Merger Amendment. LCW Moving to NASDAQ.
Daily SPAC Update – August 13, 2024
CVII, MAC, GAMC Deals Approved. IVCA, NOVV Extensions Approved. IRRX + Tar Sands Holdings Deal Announced. PTWO Deal Vote Set + Non-Redemption Agreement. GRAF and FSHP Separate Trading.