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 – August 4, 2025
CSLM + Fusemachines Deal Approved (plus FPA). Helix Aquisition II + Bridge Bio Oncology Therapeutics Deal Vote. Blue Acquisition Separate Trading.
Daily SPAC Update – August 1, 2025
SPACs End July, Start August with a Bang with 2 SPAC Deals (Everli / Eagle Energy Metals) and Another SPAC IPO for $220M.
Daily SPAC Update – July 31, 2025
75 New SPACs in 2025. Pompliano Changes Tickers for ProCap Bitcoin SPAC. Future Tech II Extension Set.
Daily SPAC Update – July 30, 2025
A Paradise SPAC IPOs for $200M. Crypto SPACs (DYNX, CCCM) Keep Media Blitz Going. ASPAC II Extension Vote.
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