ML stock got crushed following its deSPAC. But, with exciting new services and a clearer path to profitability, MoneyLion looks ready to roar.
Research & Analysis
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Activism, Governance, & Executive Moves
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.
Activists Knocking at Blucora (again)
Blucora (NASDAQ:BCOR) is back in play as Engine Capital pushes for board change. In a letter to BCOR, flags problems and suggests changes.
SPAC Analysis
Daily SPAC Update – July 8, 2024
BLUA + Spinal Stabilization Technologies Announce Deal Termination. PFTA and WTMA Shareholders Approve Extensions. TGAA Extension Vote Today.
Daily SPAC Update – July 5, 2024
HUDA Extension Vote. COOL + Noventiq Deal Terminated. RFAI Separate Trading.
Daily SPAC Update – July 3, 2024
DECA Deal with Semnur Pharmaceuticals. WAVS, BUJA, THCP Extensions Approved. TGAA Vote Postponed to July 8.
Daily SPAC Update – July 2, 2024
BUJA Extension Approved. WAVS Extension Vote. BHAC and AVHI Set Extension Votes. BWAQ DeSPACs to TOYO. RFAI Separate Trading. BWAQ PIPE Amendment.