Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
Research & Analysis
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Activism, Governance, & Executive Moves
Bad Director Votes Should Send a Message (2024 Proxy Voting Update)
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Big Companies with Big Say-On-Pay Issues (2024 Shareholder Say-On-Pay Update)
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Weekly Activism & Executive Moves Review (May 17)
Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on Crown Castle (CCI).
Weekly Activism & Executive Moves Review (May 10)
Norfolk Southern (NSC) and Ancora battle to a draw as each side wins board seats. AHT and WSR shareholders vote this week. All the latest 13-Ds, cooperation agreements, and CEO/CFO Moves.
Weekly Activism & Executive Moves Review (May 3)
New cooperation agreements for Alight (ALIT), Applied Digital (APLD), Triumph Group (TGI), Zuora (ZUO), and LL Flooring Holdings (LL). PTON CEO steps down and Redstone removes Bakish at PARA.
SPAC Analysis
Daily SPAC Update – February 7, 2025
K Growth Acquisition II (KFIIU) $250M IPO. Focus Impact BH3 (BHAC) Sets Feb 27 Deal Vote. FG Merger II (FGMC) Separate Trading on Feb 11.
Daily SPAC Update – February 6, 2025
Inflection Point (IPXX) and CSLM Acquisition (CSLMF) Merger Amendments. ShoulderUp (SUAC) + SEE ID Merger Vote.
Daily SPAC Update – February 5, 2025
DT Cloud (DYCQ) Adjusts Proposed Extension Fees. Global Star (GLST) Approaches Delisting. Inflection Point (IPXX) + USA Rare Earth Investor Deck. Hennessy Capital VII (HVII) Separate Trading.
Daily SPAC Update – February 4, 2025
Evergreen (EVGR) Extension Approved. Inflection Point (IPXX) Deal Deck. Aimfinity (AIMAU) Updates Deal Earnouts. Powerup (PWUP) + AspireBioPharma Deal Vote.
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