Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
Earnings Spotlight: EV maker Lucid Group (LCID)
LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.
Weekly Executive & Director Moves (Feb 25)
Christian Cocks starts at HAS, Sima Sistani to take over from Mindy Grossman at WW and all the week’s executive and director moves.
Is Tim Cook Worth $100 Million to Apple?
Cook’s influence is undeniable as AAPL stock has soared versus the S&P500 since Cook took the reigns. But, is any CEO worth $100M?
SPAC Analysis
Daily SPAC Update – July 24, 2024
EMLD FTAC Emerald + Fold, Inc. $365M SPAC Deal. XFIN Extension Vote. PUCK Sets Extension Vote Date.
Daily SPAC Update – July 23, 2024
Chainbridge + Phytanix Bio $58M Deal Announced. PWUP + Visiox Pharmaceuticals Deal Terminated. ASCB Extension Approved. OCAX Delisted. ZLS Owes $81K to Stay Listed.
Daily SPAC Update – July 22, 2024
BHAC Postpones Extension Vote. ASPAC II Acquisition Corp Announces 2 Potential Deals. QOMO and NOVV Set Extension Votes.
Daily SPAC Update – July 19, 2024
AIBAF DeSPACs to PSIG. GAMC Sets Deal Vote. NOVV and BYNO Extension Votes Set. BlueRiver Acquisition (BLUAF) Suspends Trading. CCIV Vote Moves to August.
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