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.
Boardroom Alpha Research
Governance
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.