Here’s a list of over 150 companies and their 8-k’s that announce UPC related bylaw amendments since September. Some reasonable, some not so much.
Companies Amend Bylaws to Prepare for Universal Proxy in 2023
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Blog Category
Governance
Director Overboarding
Director overboarding continues to be a key factor that shareholders — and those who advise them — look at when evaluating nominees at the annual shareholder vote. This brief overview of “director overboarding” will look at what it is, why it matters, and how it is evaluated.
Say-on-Pay Voting: What You Need to Know
Learn what shareholder Say-on-Pay votes are, when they occur, why they are important, where to find them, recent trends, and more.
Universal Proxy Cards – What You Need to Know
Understand what the SEC’s new Universal Proxy Card rules are, what their impact may be, and find additional resources to learn more.
FAQ: Interlocking Directorates
Understand what interlocking directorates are, when they are legal, why they are a risk, and how to analyze them.
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?
ExxonMobil Hits First Record High in Eight Years
With ExxonMobil shares hitting a new 52-week high and “making more money than God,” according to President Joe Biden, we take a closer look at financials and governance.
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.
Starbucks latest brew: A nixed buyback and unionization bruising
A suspended corporate buyback amidst Schultz’s personal buying spree, a unionization bruising: Starbucks is still struggling to send the right message to shareholders.
BA Daily Read: Meet 3 Women CEOs Driving Returns
We look at 3 female CEOs that are outperforming benchmarks right now.
BA Daily Read: A Closer Look at Say-on-Pay Failures
14 companies have already failed a Say-on-Pay vote. We look at the most problematic of the bunch.
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.
BA Daily Read: Housecleaning at Dentsply Sirona
Dentsply Sirona (XRAY) fires its CEO. Will new leadership drive a strategy shift to get the consumer business smiling again?
BA Daily Read: Can Shutterstock Save Itself?
Shutterstock’s CEO abruptly departs, insiders are dumping stock. Does this board have any new ideas or is everyone abandoning ship?
BA Daily Read: Kroger vs. Icahn– A Closer Look at Board Nominees
In the battle between Icahn and Kroger, we take a close-up look at the grocery giant’s financial performance and governance. How well has the Kroger board done and how well do Icahn’s nominees stack up?
BA Daily Read: Will a New CEO Serve Denny’s Stock a Grand Slam?
Denny’s (DENN) CEO John Miller retires later this year after more than a decade of solid performance. Who’s up for the challenge of reviving casual dining?
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.
BA Daily Read: Can A New CEO Bring LoanDepot Back to Life?
Can Loan Depot’s new CEO bring the home lender back to life? Frank Martell will need to figure out how to grow in a cooling, competitive market.
BA Daily Read: Can the Netflix Board turn things around?
With NFLX nearing a 4-year low, we take a close look at executive and board leadership, including equity ownership and trading activity. Bottom line: we’d like to see more action.
BA Daily Read: Human Capital Management in Focus at Amazon
A look at the day’s ESG investing trends. Human capital management in focus at Amazon. Richard Clayton joints the pod to share why shareholders should vote “no” to the ATVI-MSFT merger this Thursday.
Why Activision Blizzard’s Board is Still Failing at Governance with Richard Clayton
Boardroom Alpha talks with Richard Clayton, Director of Research at the Strategic Organizing Center (SOC) Investment Group, on why shareholders should say “no” to Activision’s proposed $68.7B takeover by Microsoft ahead of this Thursday’s vote.
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.
Mill Road Capital Pushing for Sale of Big Lots
Mill Road Capital wants Big Lots to pursue a sale-lease back to monetize its assets ahead of a sale of the company. Is what’s good for the goose good for the gander?
Boardroom Alpha Daily Read
Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.
Tidying Up: Activision Blizzard Refreshes Board Ahead of Microsoft Deal
Swirling in a sexual harassment crisis and amidst shareholder scrutiny of the Microsoft acquisition, the video game maker makes a timely Board refresh. Will the latest housecleaning be enough?
Activist Engaged Capital Looks to Follow Rent-A-Center Playbook at Quotient Technology
Chipping away at an entrenched board, Engaged Capital looks to be following a similar playbook that culminated in a successful buyout of Rent-A-Center in 2018.
Is Tim Cook Worth $100 Million to Apple?
Cook’s influence is undeniable as AAPL stock has soared versus the S&P500 since Cook took the reigns. But, is any CEO worth $100M?