We recap the SPAC market activity for February 2023 — including an increasing pace and amount of deSPAC bankruptcies.
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Weekly Executive & Director Moves (Mar 3)
Martin Small officially becomes the new CFO at BlackRock, Inc. (BLK) and the rest of the week’s director and executive moves.
Boardroom Alpha Digest: Weds, Mar 1
Salesforce Inc. (CRM) surges after hours following earnings amidst potential activist activity and today’s SPAC, IPO, and Exec News.
Weekly Executive & Director Moves (Feb 24)
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.
Boardroom Alpha Digest: Thurs, Feb 23
American Airlines (AAL) announces its new chairman of the board as Gregory D. Smith, the former CEO of Boeing (BA).
Boardroom Alpha Digest: Tues, Feb 21
Rubicon Technologies (RBT) CEO Jevan Anderson resigned, Marblegate is merging with itself, and the rest of the day’s digest.
Weekly Executive & Director Moves (Feb 17)
Joshua Kobza taking over as CEO of Restaurant Brands International Inc. (QSR) highlights this week’s executive moves.
Weekly Executive & Director Moves (Feb 10)
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.
Boardroom Alpha Digest: Thurs, Feb 9
Nelzon Peltz and Trian dropped their proxy fight against Walt Disney Co. (DIS) following Disney’s cost cutting, reorg, and board appointments.
Boardroom Alpha Digest: Wed, Feb 8
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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Podcast
Boardroom Alpha Daily Read
Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.
Boardroom Alpha Daily Read
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.
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.