FedEx (FDX) is making some shareholder-friendly moves, including an over 50% dividend hike, adding two independent directors, and a TSR-based executive compensation metric. We applaud the changes, but now the real work begins. Can a new CEO and refreshed board improve margins?
Boardroom Alpha Research
Activism
The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.
BA Daily Read: Dan Loeb Gives Shell a Nudge in it’s Oil-to-Energy Transition
Dan Loeb’s Third Point, which has increased its stake in oil & gas giant Shell, is pushing for a separation of the legacy and renewables business. With shares trading at deep discount to peers, its a timely conversation.
NYC Pension Funds Want Amazon Accountable for Human Capital
AMZN stock is performing, but are warehouse workers paying the price? We talk to Assistant NYC Comptroller Michael Garland on the NYC Pension Funds’ move to unseat two Amazon board members responsible for human capital management at the tech giant.
Activist Alert: Western Digital
With Elliott pushing storage supplier Western Digital to divest its Flash business, we take a closer look at financial performance and governance.
BA Daily Read: Elliott Shakes Things Up at Suncor Energy
Despite a rising tide for oil & gas stocks, Suncor Energy (SU) has lagged peers. Activist Elliott Investment Management thinks a changeup and re-rating could unlock 50% upside.
The ESG Revolution Has Begun – Andrew Behar of As You Sow Joins the Podcast
Are public companies really leaning in to a more suitable, socially responsible future? Boardroom Alpha sat down with Andy Behar, CEO of non-profit shareholder advocacy organization As You Sow, to discuss some of the key ESG issues investment managers are tackling today.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
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).