This week’s moves include CEO and CFO changes include moves at Accuray Inc. (ARAY), Atlassian Corporation (TEAM), Azenta Inc. (AZTA), Bloomin’ Brands, Inc. (BLMN), Chipotle Mexican Grill, Inc. (CMG), Fossil Group, Inc. (FOSL), NovoCure Limited (NVCR), and Repligen Corporation (RGEN).
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Activism & Governance
CEO & CFO Moves Review (Aug 30)
This week’s moves include CEO and CFO changes includes the departure of Leslie’s CEO after the stock lost 40% over his tenure.
CEO & CFO Moves Review (Aug 23)
This week’s moves include CEO and CFO changes at Andersons Inc., Argan Inc., and Iridium Communication among others.
Activism Update – June 28
Braemer Hotels (BHR) postpones shareholder meeting to October. MASI (v Politan) and Arex (v EHAB) release investor presentations. LL (v F9) liquidity concerns take center stage.
Activism Update – June 21
Braemer Hotels (BHR) and Blackwells continue their nasty fight. Masimo (MASI) takes more swings at Politan. LL Flooring Holdings (LL) and F9 Investments send dueling letters to shareholders. XWEL gets an activist push.
Activism Update – June 17
WisdomTree (WT) and Medallion (MFIN) win their fights. Trian downsizes its stake in Invesco (IVZ). Enhabit (EHAB) and Masimo (MASI) set their meeting dates as their shareholders continue to lose value.
Activism Update – June 7
Wisdom Tree (WT) gets Glass Lewis, ISS, and Egon-Jones support. Medallion (MFIN) calls ZimCal self-serving. F9 Investments continues to hammer LL Flooring (LL).
Activism Update – May 31
Anika Therapeutics (ANIK) enters cooperation agreement with Caligan Partners. Arex comes out swinging against Enhabit (EHAB). MFIN cites ISS support while ZimCal tears into MFIN. ETFS calls out Wisdom Tree (WT) on last week’s investor deck.
Weekly Activism & Executive Moves Review (May 24)
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
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?
SPAC & IPO Analysis
Daily SPAC Update – August 25, 2025
Southport Acquisition + Angel Studios Deal Vote. FG Merger II + Boxable Investor Presentation. DECA Securities Purchase Agreement. AParadise Acquisition Separate Trading.
Daily SPAC Update – August 22, 2025
Kairous Acquisition Announces Deal Termination. Winvest Postpones Deal Vote to Meet Closing Conditions. Denali Capital’s New $20M PIPE.
Daily SPAC Update – August 21, 2025
Lutnick’s SPAC Push Continues as Cantor Equity Partners IV IPOs for $400M. DT Cloud Acquisition Extension Vote
Daily SPAC Update – August 20, 2025
Inception Growth + AgileAlgo Vote Approved. Technology & Telecommunication Acquisition Extension Vote. D Boral Arc Acquisition Separate Trading.
Chamath Palihapitiya’s SPAC Comeback?
Can the once-titled SPAC King Chamath Palihapitiya reclaim his crown or will investors be disappointed again as returns don’t deliver?
Daily SPAC Update – August 19, 2025
Inception Growth + AgileAlgo Deal Vote. Corner Growth 2 Announces Capital Increase Vote. Embrace Change Going to Pink Sheets.
Daily SPAC Update – August 18, 2025
SPAC IPOs Slowing in August, but Remain Well Ahead of 2024. Breeze Holdings Deal Approved. Globalink’s Redemption Overpayment Requires Restatement.
Daily SPAC Update – August 15, 2025
Bleichroeder Announces Deal With Merlin for AI-Based Aviation. Investcorp Europe / nexxbuild Deal Terminated. CapitalWorks Gets New Auditor.
Daily SPAC Update – August 14, 2025
Cohen Circle + Kyivstar Deal Approved. Rigel Resource Extension Approved. Breeze Holdings + YD Biopharma Deal Vote. Futuretech II Extension Vote. FIGX Separate Trading.
Daily SPAC Update – August 13, 2025
Cohen Circle + Kyivstar Group Deal Approved; Expected to DeSPAC Thursday. Denali Capital and Alchemy Investment Extension Votes Set. Armada Acquisition Sponsor Securities Purchase.