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 25, 2024
DTSQ $60M SPAC IPO. CVII Deal Vote. ASCB, CDAQ, XFIN Extensions Approved. YOTA Sets Extension Vote. AEI CapForce II Withdraws Registration. NFYS Trading Suspended; Moves to OTC
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.