Boardroom Alpha Research


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

Activist Alert: Treehouse Foods

Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.

Boardroom Alpha Daily Read

We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).

Activist Alert: What Elon Musk Really Wants at Twitter

Elon Musk is now Twitter’s largest investor, possesses a board seat, and has a top 10 following on the platform itself. What happens when the world’s wealthiest private citizen gets involved in the battle over free speech?

Activist Alert: Cano Health (CANO)

Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.

Subscribe to Boardroom Alpha's research to receive the latest on governance, SPACs, and people.