Narrow approval for Amazon’s compensation package, coupled with razor-thin approvals on environmental and worker safety proposals reveal a growing undercurrent of shareholder opposition. Momentum is building, which means for shareholders, this conversation is far from over.
Research & Analysis
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Activism, Governance, & Executive Moves
SPAC Market Review – May 2022
Inflation, rising interest rates, and reduced corporate earnings across the board have led to persistent market gyrations which prove its too early for bottom fishing. The stampede out of deSPACs now makes it ‘deal-or-die’ time for those without targets.
Weekly 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 ever, we take a closer look at fundamentals and governance.
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.
SPAC Analysis
Daily SPAC Update – September 20, 2024
Cayson Acquisition (CAPN) $60M SPAC IPO. CLOE + Global Hydrogen Energy Deal Vote. MITA Extension Vote. TBMC + ANSC Investor Decks. AFAR Delists.
Daily SPAC Update – September 19, 2024
ACAB and NVAC Extension Votes Today. INAQ Deal Vote Set. BAYA Extension Approved w/ 2.3M Redemptions.
Daily SPAC Update – September 18, 2024
Yhn Acquisition $60M IPO. PTWO + SBC Medical Group Deal Closes as SBC. OAKU Extension Vote Set.
Daily SPAC Update – September 17, 2024
PLMI DeSPACs to VEEA. CHEB and SHPO SPAC Deals Announced. OAKU Sets Extension Vote. Prospect Energy Holdings Pulls SPAC IPO. AOGO Delists. Zalatoris II Redemption Update. NBST Trust Update.