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.
Boardroom Alpha Research
Governance
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?