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.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
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).
Weekly Executive & Director Moves (Apr 15)
All the week’s director, CEO, CFO moves including Jorge Gomez joining as Chief Financial Officer of Moderna.
Danimer Scientific’s CEO on How Bioplastics Can Help Save the World
Boardroom Alpha talks to Steve Croskrey, CEO of Danimer Scientific (DNMR), on why bioplastics technology is ready for takeoff and how the company is moving the world toward a carbon negative future.
FOXO Technologies CEO Jon Sabes Is About to Disrupt the Insurance Industry
Boardroom Alpha talks to Jon Sabes, CEO of FOXO Technologies, which announced a SPAC merger with sponsor Delwinds Insurance Acquisition Corp. (DWIN). Sabes explains how epigenetic biomarkers can change the game for life insurance companies and tell us more about health and wellness than ever before.
Weekly Executive & Director Moves (Apr 8)
Elon Musk joins the TWTR board, Shultz is already making changes at SBUX, and a new CEO coming in at KDP highlights this week’s moves.
SPAC Analysis
Daily SPAC Update – October 22, 2024
Vision Sensing (VSAC) to Liquidate as Aldel Financial II IPOs for $200M. IRRX and CCTS Set Extension Votes. PORT Cancels its Vote.
Daily SPAC Update – October 21, 2024
IVCA + AUS-Traded Bigtincan Holdings Deal Announced. RMG Acquisition Corp III Extension Approved w/ 473k Redemptions. Spark I Acquisition Letter of Intent. CLOE Vote Adjourned to November.
Daily SPAC Update – October 17, 2024
Global Technology Acquisition (GTAC) Liquidates at $11.50. Israel Acquisitions (ISRL) and Cartesian Growth II (RENE) Announced Non-Binding LOIs.
Daily SPAC Update – October 16, 2024
RFAC and IXAQ Extensions Approved. FNVT, SVII, and COOL Extension Votes Set. CLOE and LATG Adjourned. MARX Investor Deck.
Search Analysis
Get it In Your Inbox
Podcast
