https://www.boardroomalpha.com/research?category=generalGeneral research from Boardroom Alpha.en-usFri, 01 May 2026 16:10:27 GMThttps://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-may-1-2026https://www.boardroomalpha.com/research/weekly-boardroom-executive-moves-may-1-202619276Fri, 01 May 2026 16:10:27 GMTThis week, significant leadership changes occurred across several companies facing financial difficulties. Abbott Laboratories (ABT) and Agilon Health Inc (AGL) appointed new board members and executives amidst high activist risks and declining TSRs. Accuray Inc (ARAY) and ALT5 Sigma Corp (ALTS) also saw key executive departures and appointments as they navigate substantial TSR declines. These shifts highlight the ongoing challenges and strategic redirections needed to stabilize operations and…CEO / CFO / Director Resignations & AppointmentsGeneralhttps://www.boardroomalpha.com/research/bad-director-votes-should-send-a-message-2024-proxy-voting-updatehttps://www.boardroomalpha.com/research/bad-director-votes-should-send-a-message-2024-proxy-voting-update17133Thu, 23 May 2024 13:35:57 GMTLow shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?ActivismGeneralhttps://www.boardroomalpha.com/research/2024-say-on-pay-votes-25-companies-where-shareholders-are-unhappyhttps://www.boardroomalpha.com/research/2024-say-on-pay-votes-25-companies-where-shareholders-are-unhappy16909Wed, 17 Apr 2024 10:03:36 GMTAn early look at 2024 Say-On-Pay votes. 25 companies and their compensation consultants leave shareholders wanting better.ActivismFeaturedGeneralhttps://www.boardroomalpha.com/research/this-weeks-votes-disney-dis-proxy-contest-plus-carnival-corp-ccl-fuelcell-energy-fcelhttps://www.boardroomalpha.com/research/this-weeks-votes-disney-dis-proxy-contest-plus-carnival-corp-ccl-fuelcell-energy-fcel16865Wed, 03 Apr 2024 09:00:16 GMTThe Disney (DIS) proxy contest finally comes to conclusion today plus we see little to suggest shareholders should support the Carnival Corp (CCL) board at Friday’s shareholder meeting.ActivismFeaturedGeneralhttps://www.boardroomalpha.com/research/identifying-new-changing-risk-factors-in-the-latest-10-k-filingshttps://www.boardroomalpha.com/research/identifying-new-changing-risk-factors-in-the-latest-10-k-filings16513Fri, 26 Jan 2024 17:59:10 GMTA look at new and evolving risks at US public companies based on their latest risk factor disclosures and the language used in them.Generalhttps://www.boardroomalpha.com/research/job-cuts-keep-coming-at-companies-big-and-smallhttps://www.boardroomalpha.com/research/job-cuts-keep-coming-at-companies-big-and-small16505Wed, 24 Jan 2024 15:58:14 GMTEbay, Wayfair, and Unity Software all announced big employee cuts in January, but we also saw many smaller, struggling companies making deep job cuts too.CEO / CFO / Director Resignations & AppointmentsGeneralhttps://www.boardroomalpha.com/research/2023-new-ceo-winners-losershttps://www.boardroomalpha.com/research/2023-new-ceo-winners-losers16416Wed, 27 Dec 2023 12:20:01 GMTHow did 2023’s new CEOs do? Here’s your list of new CEOs, their TSR (total shareholder return), and a check if it was a SPAC.CEO / CFO / Director Resignations & AppointmentsGeneralhttps://www.boardroomalpha.com/research/2023-say-on-pay-winners-losershttps://www.boardroomalpha.com/research/2023-say-on-pay-winners-losers16413Tue, 26 Dec 2023 10:50:59 GMTA look at Activist cooperation agreements in 2023, the companies in focus, and stock price performance since the cooperation agreement was announced.Generalhttps://www.boardroomalpha.com/research/failed-say-on-pay-votes-2022https://www.boardroomalpha.com/research/failed-say-on-pay-votes-202214401Tue, 06 Dec 2022 19:26:14 GMTThe annual (sometimes) Say-on-Pay votes in 2022 highlighted discontent across a range of poor performing companies.Generalhttps://www.boardroomalpha.com/research/20-sp-500-companies-that-need-to-add-women-to-the-board-in-2023https://www.boardroomalpha.com/research/20-sp-500-companies-that-need-to-add-women-to-the-board-in-202314356Fri, 02 Dec 2022 14:30:04 GMTThese 20 S&P 500 companies are lagging their peers on gender diversity. With 2023 right around the corner are they already on the hunt for board members that will improve their gender diversity?Generalhttps://www.boardroomalpha.com/research/spac-daily-polestar-psny-debutshttps://www.boardroomalpha.com/research/spac-daily-polestar-psny-debuts12809Fri, 24 Jun 2022 18:31:25 GMTPolestar (PSNY) shares traded up following its DeSPAC, the IPO market remains incredibly slow, and the rest of the day’s news in SPACs.Generalhttps://www.boardroomalpha.com/research/can-redfin-find-its-way-to-profitabilityhttps://www.boardroomalpha.com/research/can-redfin-find-its-way-to-profitability12653Fri, 17 Jun 2022 12:08:48 GMTRedfin CEO Glenn Kelman says the real estate brokerage will post an operating profit this year. Headcount reductions are a good start, but there’s still plenty of work to do to stabilize troubling iBuying trends.Generalhttps://www.boardroomalpha.com/research/governance-alert-fedexhttps://www.boardroomalpha.com/research/governance-alert-fedex12609Thu, 16 Jun 2022 11:31:40 GMTFedEx (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?ActivismCEO / CFO / Director Resignations & AppointmentsGeneralGovernancehttps://www.boardroomalpha.com/research/5-long-tenured-ceos-that-need-to-turn-things-aroundhttps://www.boardroomalpha.com/research/5-long-tenured-ceos-that-need-to-turn-things-around12228Tue, 14 Jun 2022 15:35:39 GMTWhile COVID-related issues are abating, it’s no secret that many companies are still struggling to find their footing. We take a close-up look at 5 long-tenured CEOs (+ 1 co-CEO) that are facing big negative 3-year returns.Generalhttps://www.boardroomalpha.com/research/founder-richard-schulze-bets-big-on-bby-stockhttps://www.boardroomalpha.com/research/founder-richard-schulze-bets-big-on-bby-stock12175Wed, 08 Jun 2022 13:37:16 GMTBest Buy (BBY) founder and director Richard Schulze just bought almost $20 million in stock. Meanwhile, Target (TGT) lowers guidance again, citing excess inventory concerns.Generalhttps://www.boardroomalpha.com/research/cathie-wood-buys-coinbase-amidst-heavy-insider-selling-and-sloppy-cost-controlshttps://www.boardroomalpha.com/research/cathie-wood-buys-coinbase-amidst-heavy-insider-selling-and-sloppy-cost-controls12077Mon, 06 Jun 2022 16:28:20 GMTAs the market’s favorite contrarian Cathie Wood buys COIN on the dip, we take a look at performance and insider trading. Our take: a head-in-the-sand strategy does little to holster confidence. We continue to see more downside risk ahead and avoid COIN shares.Generalhttps://www.boardroomalpha.com/research/panic-time-for-palantirhttps://www.boardroomalpha.com/research/panic-time-for-palantir11422Wed, 25 May 2022 13:59:11 GMTThe 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.EarningsFeaturedGeneralGovernancehttps://www.boardroomalpha.com/research/home-depot-bad-news-looks-baked-inhttps://www.boardroomalpha.com/research/home-depot-bad-news-looks-baked-in10873Mon, 16 May 2022 16:09:08 GMTIn a big week for retail earnings reports, we take a closer look at HD fundamentals and governance. Bottom line: don’t hate on HD into the Q1 print: the bar is set low, and long-term fundamentals look good.Generalhttps://www.boardroomalpha.com/research/beyond-meat-less-plant-power-and-more-profit-pleasehttps://www.boardroomalpha.com/research/beyond-meat-less-plant-power-and-more-profit-please10791Fri, 13 May 2022 17:35:40 GMTOn the heels of disastrous Q1 results, we take a closer look at BYND fundamentals and governance. If this is a zero margin business, stick a fork in it–its done.Generalhttps://www.boardroomalpha.com/research/after-an-unceremonious-proxy-battle-whats-next-for-kohlshttps://www.boardroomalpha.com/research/after-an-unceremonious-proxy-battle-whats-next-for-kohls10729Thu, 12 May 2022 17:16:14 GMTWith an unceremonious proxy battle now behind the company, will Kohl’s CEO Michele Gass double down on a turnaround effort or will the retailer look to sell?Generalhttps://www.boardroomalpha.com/research/boardroom-alpha-daily-read-2https://www.boardroomalpha.com/research/boardroom-alpha-daily-read-29353Mon, 18 Apr 2022 17:30:01 GMTWe take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.ActivismCEO / CFO / Director Resignations & AppointmentsGeneralPodcasthttps://www.boardroomalpha.com/research/activist-alert-treehouse-foodshttps://www.boardroomalpha.com/research/activist-alert-treehouse-foods9368Mon, 18 Apr 2022 16:39:09 GMTJana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.ActivismGeneralhttps://www.boardroomalpha.com/research/boardroom-alpha-daily-readhttps://www.boardroomalpha.com/research/boardroom-alpha-daily-read9218Fri, 15 Apr 2022 16:50:26 GMTWe take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).ActivismCEO / CFO / Director Resignations & AppointmentsGeneralPodcasthttps://www.boardroomalpha.com/research/ggpi-polestar-gaining-momentum-on-5-year-htz-dealhttps://www.boardroomalpha.com/research/ggpi-polestar-gaining-momentum-on-5-year-htz-deal8869Mon, 04 Apr 2022 12:09:05 GMTGGPI shares are up 6% on an announced Polestar partnership with HTZ that includes purchasing up to 65,000 EVs over five years. We continue to view the shares as undervalued heading into the merger.GeneralSPACshttps://www.boardroomalpha.com/research/spac-market-review-march-2022https://www.boardroomalpha.com/research/spac-market-review-march-20228755Fri, 01 Apr 2022 13:07:40 GMTDespite increased scrutiny and apparent investor fatigue, deals are getting done and SPACs remain an attractive path to the public markets.GeneralSPACshttps://www.boardroomalpha.com/research/what-a-failed-nielsen-buyout-means-for-nlsn-stockhttps://www.boardroomalpha.com/research/what-a-failed-nielsen-buyout-means-for-nlsn-stock8366Mon, 21 Mar 2022 13:46:49 GMTNLSN rejects a takeover offer from a private-equity consortium that valued the company at $25.40 a share. Here’s what the news means for NLSN stock.ActivismGeneralhttps://www.boardroomalpha.com/research/amc-buys-mining-hymchttps://www.boardroomalpha.com/research/amc-buys-mining-hymc8105Tue, 15 Mar 2022 12:09:21 GMTEmbattled movie theater chain AMC Entertainment Holdings (AMC) announced a 22% stake in Hycroft Mining Holding (HYMC).Generalhttps://www.boardroomalpha.com/research/dwac-where-big-tech-and-free-speech-collidehttps://www.boardroomalpha.com/research/dwac-where-big-tech-and-free-speech-collide7886Mon, 07 Mar 2022 15:26:25 GMTDigital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.GeneralSPACshttps://www.boardroomalpha.com/research/is-tim-cook-worth-100-million-to-applehttps://www.boardroomalpha.com/research/is-tim-cook-worth-100-million-to-apple7703Fri, 25 Feb 2022 13:58:16 GMTCook’s influence is undeniable as AAPL stock has soared versus the S&P500 since Cook took the reigns. But, is any CEO worth $100M?General