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Page 5Weekly Executive & Director Moves (May 27)
Twitter (TWTR) drama has Durban staying, new CEO at Frontdoor (FTDR), and a CFO transition at WeWork (WE) highlight this week’s exec moves.
Panic Time for Palantir?
The 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…
Starbucks latest brew: A nixed buyback and unionization bruising
A suspended corporate buyback amidst Schultz’s personal buying spree, a unionization bruising: Starbucks is still struggling to send the right message to shareholders.
Weekly Executive & Director Moves (May 20)
A surprising CEO transition at Under Armour (UAA) and an abrupt CFO resignation at Wheels Up (UP) highlight this week’s exec moves.
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.
SPAC Market Review – April 2022
The market is a mess right now. A hawkish Fed and even more cautious SEC are slowing deals….but may raise the bar for more quality SPACs down the line.
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.
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Danimer Scientific’s CEO on How Bioplastics Can Help Save the World
Boardroom Alpha talks to Steve Croskrey, CEO of Danimer Scientific (DNMR), on why bioplastics technology is ready for takeoff and how the company is moving the world toward a…
FOXO Technologies CEO Jon Sabes Is About to Disrupt the Insurance Industry
Boardroom Alpha talks to Jon Sabes, CEO of FOXO Technologies, which announced a SPAC merger with sponsor Delwinds Insurance Acquisition Corp. (DWIN). Sabes explains how epigenetic…
Citi Redlights SPACs as Potential Liability Looms Large
Citigroup (C) pauses underwriting new SPAC IPOs amidst the potential for incremental legal risks. Regulatory scrutiny and monetary tightening are likely to mean more pain for the…
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.
Innoviz (INVZ) CEO Omer Keilaf on LiDAR, Trust, and Commercial Production
Boardroom Alpha talks to Innoviz (INVZ) CEO Omer Keilaf on why LiDAR is equal parts trust and tech as the company captures the holy grail: volume commercial production.
Forge Global (FRGE) DeSPACs. Is it a Buy?
As Pre-IPO marketplace Forge Global (FRGE) deSPACs we look at the deal and whether it is a buy. Is this yet another win for Peter Thiel?
Third Time’s a Charm: Schultz back from the Bench as SBUX Favorite Pinch Hitter
Kevin Johnson steps down as SBUX CEO, with Schultz returning on an interim basis once again.
SPAC financing gets more creative amidst clogged PIPE market
SPAC financing has gotten increasingly more creative as the once hot PIPE market is very cold.
SPAC Market Review – February 2022
The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.
Exclusive: Polestar CEO Thomas Ingenlath Joins the Podcast
Polestar CEO Thomas Ingenlath isn’t here for a ‘short, quick win.’ He’s building a premium electric brand that’s nothing like its competitors. Or its parent, Volvo.
Activist Update: Alta Fox isn’t Playing Around with Hasbro
Alta Fox Capital Management wants to make some changes at toymaker Hasbro (HAS). The activist investor now owns a 2.5% stake in the company.
Blair LaCorte, CEO of AEye, On Why Now is the Time to Look at LiDAR
Blair LaCorte, CEO of AEye (NASDAQ:LIDR), provides his take on Autonomous Driving, why a lidar shakeout is coming, and what the carmakers really want.
SPAC Market Review – January 2022
January saw the SPAC market fall quickly alongside the broader market as a revolt against “spec tech” and overall sentiment drove it lower.