Boardroom Alpha Research

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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.

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.

SPAC Market Review – April 2022

The market is a mess right now. A hawkish Fed and even more cautious SEC are slowing deals….but may raise the bar for more quality SPACs down the line.

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