We recap the SPAC market activity for February 2023 — including an increasing pace and amount of deSPAC bankruptcies.
Analysis & Podcast
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Martin Small officially becomes the new CFO at BlackRock, Inc. (BLK) and the rest of the week’s director and executive moves.
Salesforce Inc. (CRM) surges after hours following earnings amidst potential activist activity and today’s SPAC, IPO, and Exec News.
Former American Airlines (AAL) CEO Doug Parker is leaving the board and Gregory D. Smith becomes Chairman, plus the rest of the week’s moves.
American Airlines (AAL) announces its new chairman of the board as Gregory D. Smith, the former CEO of Boeing (BA).
Rubicon Technologies (RBT) CEO Jevan Anderson resigned, Marblegate is merging with itself, and the rest of the day’s digest.
Joshua Kobza taking over as CEO of Restaurant Brands International Inc. (QSR) highlights this week’s executive moves.
Dan Schulman will leave as CEO of PayPal Holdings (PYPL) by the end of the year, plus the rest of the week’s executive moves.
Nelzon Peltz and Trian dropped their proxy fight against Walt Disney Co. (DIS) following Disney’s cost cutting, reorg, and board appointments.
Amidst a proxy fight with Trian, Walt Disney Co. (DIS) announced that it will cut ~7k jobs as part of a $5.5B cost savings plan.
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Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.
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.
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.
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.
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.