This week’s moves include CEO and CFO changes at Andersons Inc., Argan Inc., and Iridium Communication among others.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
SPAC Analysis
Daily SPAC Update – July 22, 2025
Crypto + SPAC Deal Surge Continues: TLGY / StablecoinX. UYSC + Isdera Group in China-based Auto Deal. Keen Vision Extension Vote.
Daily SPAC Update – July 21, 2025
Crypto + SPACs Continue as Ether Reserve + Dynamix (DYNX) Ether Deal Announced. Plum III Extension Approved. Goldenstone Fixes Incorrect Trust.
Daily SPAC Update – July 18, 2025
BSTR / Cantor Bitcoin Deal with Massive $1.5B PIPE. Nabors Engergy II and CSLM Shareholders Approve Extension. Wintergreen Announces Separate Trading.
Daily SPAC Update – July 17, 2025
Over $2B in July SPAC IPOs as Pyrophyte $175M Launches. Kochav Defense Separate Trading Announced. Eureka Revises Redemptions Down. New PLUM / Tactical Investor Deck.
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