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
Executive Compensation
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.
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: 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.
Boardroom Alpha Daily Read
Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.