DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
Earnings Spotlight: Broadcom (AVGO)
We’re long on AVGO into its 1Q22 print, and buyers on any pullback.
SPAC Analysis
Daily SPAC Update – September 10, 2024
AVHI + Vaso Corp Merger Vote. GATE Extension Vote. ROSS and TMTC Set Extension Vote Dates.
Daily SPAC Update – September 9, 2024
TBMC Sets Extension Vote. AVHI and NBST Delistings. CDAQ + EEW Renewables Deal Deck. FIAC Postpones Vote.
Daily SPAC Update – September 6, 2024
CDAQ + EEW Renewables and EVGR + Forekast Deals Announced. Vine Hill (VCIC) and Andretti (POLE) $200M SPAC IPOs. PPHP Extension Approved. XFIN Deal Vote Set.
Daily SPAC Update – September 5, 2024
KVAC + Medera Deal Announced. IRAA Extension Vote. ACAB and RFAC Set Extension Votes. Merger Agreements for DECA, CCTS and ACAB Amendment. CLOE Vote Postponed (again).
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