Activism
The latest Activism coverage from the Boardroom Alpha desk. Back to all research.
Activism
Page 5Is Boston Beer on Watch for Activists?
Boston Beer Co. (SAM) and its shareholders should be on watch for activists as its performance and governance has put it at high risk.
Carl Icahn Takes on Illumina (ILMN)
Carl Icahn is waging a proxy battle Illumina (ILMN). We take a look at his case we take using the Boardroom Alpha platform.
Boardroom Alpha Digest: Tues, Mar 21
Ritchie Bros. Auctioneers (RBA) successfully completed its acquisition of IAA Inc. (IAA), fending off shareholder fights.
Boardroom Alpha Digest: Thurs, Mar 9
Biogen Inc. (BIIB) chairman Stelios Papadopoulos will not stand for reelection at the annual meeting, and other highlights of the day.
Boardroom Alpha Digest: Weds, Mar 1
Salesforce Inc. (CRM) surges after hours following earnings amidst potential activist activity and today’s SPAC, IPO, and Exec News.
Boardroom Alpha Digest: Thurs, Feb 23
American Airlines (AAL) announces its new chairman of the board as Gregory D. Smith, the former CEO of Boeing (BA).
Boardroom Alpha Digest: Tues, Feb 21
Rubicon Technologies (RBT) CEO Jevan Anderson resigned, Marblegate is merging with itself, and the rest of the day’s digest.
Boardroom Alpha Digest: Thurs, Feb 9
Nelzon Peltz and Trian dropped their proxy fight against Walt Disney Co. (DIS) following Disney’s cost cutting, reorg, and board appointments.
Boardroom Alpha Digest: Wed, Feb 8
Amidst a proxy fight with Trian, Walt Disney Co. (DIS) announced that it will cut ~7k jobs as part of a $5.5B cost savings plan.
Boardroom Alpha Digest: Wed, Feb 1
Fedex Corp. (FDX) announced it would be laying off ~10% of its corporate workforce and Ryan McInerney officially takes over at Visa (V).
Boardroom Alpha Digest: Wed, Jan 25
Campbell Soup (CPB) announces a new CFO, DeSPACs are back in action and the rest of the Boardroom Alpha digest.
Boardroom Alpha Digest: Mon, Jan 23
Activist investor has taken a multi-billion dollar position in Salesforce Inc. (CRM) and the rest of today’s digest.
Boardroom Alpha Digest: Thurs, Jan 19
Reed Hastings has stepped down as Co-CEO of Netflix (NFLX), Trian continues to fight Disney (DIS), and Flotek (FTK) CEO is out.
Boardroom Alpha Digest: Tues, Jan 17
Disney (DIS) is ramping up its defense against Trian and Nelson Peltz, and the IPO market has kicked off with two new issues.
Boardroom Alpha Digest: Weds, Jan 11
Nelson Peltz’s Trian is gearing up for a proxy fight against Walt Disney Co. (DIS) who named Mark Parker as chairman.
Boardroom Alpha Digest: Tues, Jan 10
Former DeSPAC Wejo Group Ltd. (WEJO) is set to merge with another SPAC and Frank D’Amelio joins the board of Pfizer (PFE)
Boardroom Alpha Digest: Mon, Jan 9
Rite Aide Corporation (RAD) parts ways with Heyward Donigan and Paya Holdings (PAYA) acquisition highlight Monday’s daily digest.
Boardroom Alpha Digest: Thurs, Jan 5
Boardroom Alpha’s Daily Digest highlights include Elizabeth Spaulding resigning as CEO of Stitch Fix (SFIX) and JNJ’s Kenvue filing for an IPO
Governance Alert: FedEx
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…
BA Daily Read: Dan Loeb Gives Shell a Nudge in it’s Oil-to-Energy Transition
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…
NYC Pension Funds Want Amazon Accountable for Human Capital
AMZN stock is performing, but are warehouse workers paying the price? We talk to Assistant NYC Comptroller Michael Garland on the NYC Pension Funds’ move to unseat two Amazon…
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.
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.
The ESG Revolution Has Begun – Andrew Behar of As You Sow Joins the Podcast
Are public companies really leaning in to a more suitable, socially responsible future? Boardroom Alpha sat down with Andy Behar, CEO of non-profit shareholder advocacy…