Blog Category

Governance
Governance Alert: FedEx

Governance Alert: FedEx

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?

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Panic Time for Palantir?

Panic Time for Palantir?

The world is a scarier place, which should be good for Palantir. But, with the controversial intelligence and analytics company having just reported its lowest revenue growth ever, we take a closer look at fundamentals and governance.

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Boardroom Alpha Daily Read

Boardroom Alpha Daily Read

Board blow-up at Redbox Entertainment. Mill Road Capital Pushing for a Sale of Big Lots. Happy Earth Day! A perfect time to tune into our latest ESG podcast.

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