180 Degree Capital and Comscore (SCOR) move forward amicably. FEYR enters cooperation agreement with Teknovekst Invest AS. Jabil CEO put on administrative leave.
Research & Analysis
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Activism, Governance, & Executive Moves
2024 Say-On-Pay Votes: 25 Companies Where Shareholders Are Unhappy
An early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.
Weekly Activism & Executive Moves Review (April 12)
Macy’s and Arkhouse / Brigade enter an agreement, but the fight isn’t over yet. Illumina gets a new CFO as shareholders wait for Icahn’s directors to change trajectory. ANGI gets a new CEO as IAC CEO Levin steps aside.
Vanguard & Blackrock Should Vote “AGAINST” Directors at These April Shareholder Meetings
Vanguard and Blackrock should protect the owners of their funds and vote “AGAINST” to these directors in April.
Weekly Activism & Executive Moves Review (April 5)
Disney and Iger win against Trian, Peltz, and Blackwell’s. ELAN / Ancora, MRC / Engine Capital, TWLO / Sachem Cooperation Agreements. 4 Co-CEOs Leave.
AGM Update April 3, 2024: Disney (DIS) Proxy Contest, Plus Carnival Corp (CCL), FuelCell Energy (FCEL)
The Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.
SPAC Analysis
Daily SPAC Update – April 30, 2025
AltEnergy Extends to May 2026. ClimateRock, Healthcare AI, Clean Energy Special Situations Extension Votes. Distoken and Chenghe Postpone Deal Votes.
Daily SPAC Update – April 29, 2025
Black Hawk Deal with Vesicor Therapeutics. Integrated Rail & Resources and Rigel Resource Set Extension Votes. Healthcare AI Acquisition Adjourns Vote to April 30.
Daily SPAC Update – April 28, 2025
Rigel Resources Sets Extension Vote. Helathcare AI Extension Vote Today. SPAC IPOs Keep Coming.
Daily SPAC Update – April 25, 2025
Cantor’s Deal Pops Stock. DT Cloud and Ares Acquisition II Extensions Approved. Investcorp AI Extension Vote Set.