RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
Research & Analysis
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Activism, Governance, & Executive Moves
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Activist Alert: Cano Health (CANO)
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
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.
SPAC Analysis
Daily SPAC Update – September 19, 2024
ACAB and NVAC Extension Votes Today. INAQ Deal Vote Set. BAYA Extension Approved w/ 2.3M Redemptions.
Daily SPAC Update – September 18, 2024
Yhn Acquisition $60M IPO. PTWO + SBC Medical Group Deal Closes as SBC. OAKU Extension Vote Set.
Daily SPAC Update – September 17, 2024
PLMI DeSPACs to VEEA. CHEB and SHPO SPAC Deals Announced. OAKU Sets Extension Vote. Prospect Energy Holdings Pulls SPAC IPO. AOGO Delists. Zalatoris II Redemption Update. NBST Trust Update.
Daily SPAC Update – September 16, 2024
Alpha Star Acquisition + OU XData Group SPAC Deal. GATE Extension Approved. FIAC Deal Approved. NNAG Liquidation. NBST Extension Vote Set. BAYA and ROSS Extension Votes.
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