Boardroom Alpha Research

Activism

The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.

Weekly Activism & Executive Moves Review (Mar 29)

Boeing CEO Dave Calhoun is stepping down, but not until the end of the year. We think the whole board should be up for replacement. Plus PW Partners is in at BJs Restaraunts and Buxton Helmsley is in at Fossil Group.

Weekly Activism & Executive Moves Review (Mar 22)

Shake Shack (SHAK) steals Papa John’s (PZZA) CEO Robert Lynch. Peliminary contested proxies filed for Blackwell’s vs Braemar Hotels & Resorts (BHR), Engine Capital vs MRC Global, and Erez vs Whitestone REIT (WSR).

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