Digital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (Mar 4)
It’s a new era at NextEra as longtime CEO Jim Robo steps down, TuSimple CEO resigns, and Craig Menear departs Home Depot.
Earnings Spotlight: Broadcom (AVGO)
We’re long on AVGO into its 1Q22 print, and buyers on any pullback.
Earnings Spotlight: Snowflake (SNOW)
Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
SPAC Market Review – February 2022
The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.
Earnings Spotlight: Sofi Technologies (SOFI)
Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.
SPAC Analysis
Daily SPAC Update – April 22, 2024
MBTC Liquidates. RMGC Reverses Decision to Liquidate. FEXD Extends.
Daily SPAC Update – April 19, 2024
DJT CEO sends letter to Nasdaq calling foul. TRTL extension vote. GAQ extends to 2025. RWOD deal approved w/ 1.7M redemptions. SCRM deal vote set. NPAB and PEGR votes set.
Daily SPAC Update – April 18, 2024
FEXD Extension Vote. HUDA Extends to January 2025. PEGR Sets Extension Vote Date.
Daily SPAC Update – April 17, 2024
ARRW DeSPACs to iLearningEngines (AILE). TLGY Charter Amendment Passes. SCRM / Lionsgate Studios Deal Vote Set.
Search Analysis
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