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The latest latest-research coverage from the Boardroom Alpha desk. Back to all research.

latest-research

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Podcast · Oct 11, 2021

Okapi’s Bruce Goldfarb on Activism, the Rise of Retail, AMC, and SPACs

Bruce Goldfarb, CEO and Founder of Okapi Partners joins David Drapkin on the Know Who Drives Return podcast. Bruce goes deep on what he’s seeing in recent proxy seasons, contested…

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Podcast · Oct 6, 2021

SPACs for the Long-Term with True Wind Capital’s Scott Wagner & Tom Hegge

Boardroom Alpha’s David Drapkin is joined by True Wind Capital’s Scott Wagner and Tom Hegge. Listeners will remember Scott as the ex-CEO of GoDaddy and Tom is a long-time public…

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Podcast · Oct 4, 2021

Investing in SPACs for Yield with Jonathan Browne from Robinson Capital

Jonathan Browne from Robinson Capital joins Boardroom Alpha’s David Drapkin to talk about SPAC arbitrage. Robinson Capital’s SPAX ETF launched in June of 2021 and is an actively…

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Podcast · Sep 24, 2021

SPACs, FOMO, and Tail Risk – Matthew Tuttle Captures the Momentum

Matthew Tuttle from Tuttle Capital joins David Drapkin to talk about SPACs, FOMO, and tail risk. Tuttle Capital’s thematic and actively managed ETFs are taking advantage of the…

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Podcast · Sep 20, 2021

Is Quantum Computing the Next Big Thing? IonQ & dMY CEO Niccolo de Masi Think So.

Niccolo de Masi of dMY Technology Group talks to Boardroom Alpha’s David Drapkin about why quantum computing is the next big tech innovation and how investors won’t want to miss…

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Podcast · Sep 16, 2021

Kyle Bransfield and Ruben Minski on the Union Acquisition II / Procaps SPAC Deal

Boardroom Alpha’s David Drapkin welcomes Union Acquisition II CEO Kyle Bransfield and Procaps CEO Ruben Minski to the podcast. The deal goes to vote on September 22, 2021 and…

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Podcast · Sep 13, 2021

Are Niccolo de Masi and dMY the Real SPAC Kings?

of the SPAC sponsor tables, how bad actors are stealing value from everyone else in the SPAC market, and why dMY is “long-term greedy.”

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Podcast · Sep 9, 2021

Sarcos CEO Ben Wolff on Robotics and SPACs

Ben Wolff, CEO of Sarcos, talks to Boardroom Alpha’s David Drapkin about robots, SPACs, and why investors should be looking at Sarcos as an opportunity to invest.

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