HOG’s board and executive team needs a shake-up. Can the Jared Dourdeville led H Partners campaign finally make it happen?
Boardroom Alpha Research
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An Early Look at DEI / ESG Shareholder Proposal Results and Upcoming Votes (Proxy Season 2025 Update)
Shareholders show low support for DEI / ESG proposals, but show strong support for proposals that align board/execs to shareholders.
Proxy Fight Progress: Ancora Drops Their Contest. TRC, NHI, PSX Meetings Set
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Match Group Scrambles to Appease Shareholders After Anson Push
Match Group (MTCH) makes changes to try to appease shareholders, but the incremental steps won’t be enough to end the proxy fight.
Opposing Goldman Sachs’ Retention Bonus is Irrational
Why ISS and Glass Lewis are wrong to tell Goldman Sachs shareholders to vote against the Solomon / Waldron retention compensation.
Which CEOs Are on the Hot Seat? Boardroom Alpha’s New Score Reveals Elevated Risk
Which CEOs are at risk of losing their jobs? Boardroom Alpha’s CEO Hot Seat Score reveals the executives facing the highest turnover risk based on real-time performance, governance, and activist pressure. See the latest rankings and insights investors rely on.
Starboard Challenges Autodesk: Proxy Fight Looms Over Governance & Performance
Starboard Value is challenging Autodesk’s governance and financial performance, pushing for board changes in a high-stakes proxy fight. Learn about the activist campaign, SEC investigation, and what’s next for ADSK.
Can Engaged Capital Revitalize YETI?
Engaged Capital makes a necessary push at YETI while their board/management seem stuck and shareholders continue to lose.
Boardroom Alpha Weekly – March 7, 2025
Kenvue and Starboard Settle. Landsea pushed by Mill Road Capital. Elliott files preliminary contested proxy. Latest CEO/CFO moves. Helmerich & Payne directors not feeling the pain?
Boardroom Alpha Weekly – February 28, 2025
Garden Investments off to a fast start. Starboard is busy. Shareholders losing out at Johnson Outdoors. A slate of new CFOs come into high pressure situations.