ML stock got crushed following its deSPAC. But, with exciting new services and a clearer path to profitability, MoneyLion looks ready to roar.
Research & Analysis
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Activism, Governance, & Executive Moves
Activist Carl Icahn Wants McDonald’s to Prioritize Animal Welfare Over Profit
As Icahn pushes for change at McDonald’s, the big surprise is not that he’s doing it, but that he’s doing it based on ESG concerns.
Exclusive: Polestar CEO Thomas Ingenlath Joins the Podcast
Polestar CEO Thomas Ingenlath isn’t here for a ‘short, quick win.’ He’s building a premium electric brand that’s nothing like its competitors. Or its parent, Volvo.
Weekly Executive & Director Moves (Feb 18)
Chamath makes a quick exit from SPCE, TradeWeb sees an end of an era, and all the week’s executive and director moves.
Activist Update: Alta Fox isn’t Playing Around with Hasbro
Alta Fox Capital Management wants to make some changes at toymaker Hasbro (HAS). The activist investor now owns a 2.5% stake in the company.
Activists Knocking at Blucora (again)
Blucora (NASDAQ:BCOR) is back in play as Engine Capital pushes for board change. In a letter to BCOR, flags problems and suggests changes.
SPAC Analysis
Daily SPAC Update – July 18, 2024
CDAQ and CLOE Extension Votes. XFIN Postpones Vote to July 24. CDAQ Non-Redemption Agreement. MACA Deal Vote Set for August 6.
Daily SPAC Update – July 17, 2024
ZLS – Zalatoris II Updates Trust Ahead of Vote. AFAR Extension Approved w/ 2.7M Redemptions. AVHI – Achari Ventures Extends. MACI Separate Trading Today. Ocean Capital Withdraws Registration.
Daily SPAC Update – July 16, 2024
SEPA – SEP Acquisition to Liquidate. AVHI Extension Vote. AYRD Sets Deal Vote. ZLS Sets Extension Vote. BHAC Updates Redemption Value.
Daily SPAC Update – July 15, 2024
AIBAF + PSI Group Deal Vote Starts the Week. IFIN and TENK Set Deal Votes.