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latest-research
Page 44Terawatt CEO Neha Palmer talks electrification, ESG and why we need more women in tech
We sit down with Neha Palmer. Neha is CEO of Terawatt Infrastructure and a leader in the green community and corporate sustainability movement.
SPAC Carnage Continues, MTAC and Memic Call off Deal
MTAC and Memic Innovative cancelled their SPAC deal in the 11th of 2022. We recap the rest of the day in SPACs.
In the Earnings Spotlight: Rivian Automotive (RIVN)
RIVN reports Q4 earnings today aftermarket. Consensus calls for $(2.05) on sales of $64 million. These numbers don’t matter. RIVN must prove it can start churning deliveries.
In the Earnings Spotlight: Cepton (CPTN)
DeSPAC CPTN reports Q4 earnings today aftermarket. We continue to see LiDAR as a 2023 story.
Tims China gets a haircut in SLCR SPAC Deal
Amidst SPAC meltdown, LBBB prices $60M IPO. SLCR cuts valuation on Tims China, GLAQ extends. And all the day’s news in SPACs.
Activist Alert: Cano Health (CANO)
Activist investor Dan Loeb raises stake in DeSPAC Cano Health (CANO) and pushes for strategic alternatives given the weakness in the DeSPAC market.
Activist Alert: Bed Bath & Beyond (BBBY)
Cohen hopes for a GameStop (GME) re-run at short-squeeze favorite Bed Bath and Beyond (BBBY). Right now, it looks more like a meme stock.
DWAC: Where Big Tech and Free Speech Collide
Digital World Acquisition Corp (DWAC) in merging with Trump’s Truth Social is targeting the disruption of traditional and social media.
Weekly Executive & Director Moves (Mar 4)
It’s a new era at NextEra as longtime CEO Jim Robo steps down, TuSimple CEO resigns, and Craig Menear departs Home Depot.
Earnings Spotlight: Broadcom (AVGO)
We’re long on AVGO into its 1Q22 print, and buyers on any pullback.
Earnings Spotlight: Snowflake (SNOW)
Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
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.
Satellogic CEO Emiliano Kargieman on SATL’s Progress Since deSPAC
Satellogic CEO Emiliano Kargieman discusses company’s plans for orbit and how they stand out in a newly competitive market.
Earnings Spotlight: Sofi Technologies (SOFI)
Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.
Earnings Spotlight: EV maker Lucid Group (LCID)
LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.
Weekly Executive & Director Moves (Feb 25)
Christian Cocks starts at HAS, Sima Sistani to take over from Mindy Grossman at WW and all the week’s executive and director moves.
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?
MoneyLion CEO Dee Choubey on its deSPAC and the Road Ahead
ML stock got crushed following its deSPAC. But, with exciting new services and a clearer path to profitability, MoneyLion looks ready to roar.
SPACs for Yield with Crossing Bridge Advisors Founder David Sherman
Crossing Bridge Advisors founder David Sherman argues that even with the bloom off the rose for deSPACs, there is money to be made.
Activist Carl Icahn Wants McDonald’s to Prioritize Animal Welfare Over Profit
As Icahn pushes for change at McDonald’s, the big surprise is not that he’s doing it, but that he’s doing it based on ESG concerns.
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.
Weekly Executive & Director Moves (Feb 18)
Chamath makes a quick exit from SPCE, TradeWeb sees an end of an era, and all the week’s executive and director moves.
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.
Cepton CEO Dr. Jun Pei Is Feeling Confident That the Company Has What It Takes to Lead in LiDAR
With its deSPAC behind it, the industry’s largest ADAS production win, and ties to auto giants Ford and GM, CPTN is off to a good start.