Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Activist Alert: Bed Bath & Beyond (BBBY)
Cohen hopes for a GameStop (GME) re-run at short-squeeze favorite Bed Bath and Beyond (BBBY). Right now, it looks more like a meme stock.
DWAC: Where Big Tech and Free Speech Collide
Digital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.
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 Analysis
Daily SPAC Update – September 4, 2024
DECA + Semnur Pharmaceuticals Deal. MITA and SKGR Extension Votes Set. IFIN DeSPAC. APXI Removes MultiplAI from Deal. GLLI PIPE. DYCQ LOI Announced.
Daily SPAC Update – September 3, 2024
Aspire Biopharma+PowerUp Acquisition Deal. TRTLF Deal Termination Becomes Mutual. MCAG Merger Agreement. NNAG Deal Termination. FIAC / DevvStream Deal Deck. SBXC Extension Approved.
Daily SPAC Update – August 30, 2024
Gigcapital7 $250M IPO. SPAC Deals: CCTS + Tembo, ANSC + Australian Food and Agriculture, MCAG + CUBEBIO. LPAA Separate Trading. PTWO Deal Approved.
Daily SPAC Update – August 29, 2024
CCTS $904M Deal with Tembo E-LV. MNTN Extension Approved. PTWO Deal Approved. PPHP Extension Vote. ACAB PIPE Announced. SIMA Separate Trading on Aug 30.
Search Analysis
Get it In Your Inbox
Podcast
