Wisdom Tree (WT) gets Glass Lewis, ISS, and Egon-Jones support. Medallion (MFIN) calls ZimCal self-serving. F9 Investments continues to hammer LL Flooring (LL).
Research & Analysis
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Activism, Governance, & Executive Moves
Activism Update – May 31
Anika Therapeutics (ANIK) enters cooperation agreement with Caligan Partners. Arex comes out swinging against Enhabit (EHAB). MFIN cites ISS support while ZimCal tears into MFIN. ETFS calls out Wisdom Tree (WT) on last week’s investor deck.
Weekly Activism & Executive Moves Review (May 24)
Xperi Inc (XPER), Genco Shipping & Trading (GNK), and Crown Castle (CCI) all win at the ballot box. Blackwells calls out BHR on Instagram followers.
Bad Director Votes Should Send a Message (2024 Proxy Voting Update)
Low shareholder support for directors should send the board a signal that things need to change. Will they get the message in 2024?
Big Companies with Big Say-On-Pay Issues (2024 Shareholder Say-On-Pay Update)
Big CEO pay (see Broadcom) and poor performance (see Boeing) create big say-on-pay issues for these large cap companies in 2024.
Weekly Activism & Executive Moves Review (May 17)
Ashford Hospitality (AHT) wins its fight with Blackwells and tells shareholders is doesn’t care what they think. Erez fails at Whitestone (WSR). ISS and Glass Lewis disagree on Crown Castle (CCI).
SPAC Analysis
Daily SPAC Update – March 11, 2025
USA Rare Earth Deal with Inflection Point Acquisition II Approved. Liminatus Pharma + Iris Acquisition Approved. Aquaron Delisting. SK Growth and Oak Woods Get Vote Dates.
Daily SPAC Update – March 10, 2025
Inflection Point Acquisition II + USA Rare Earth Deal Vote. Aquaron Acquisition Delisting.
Daily SPAC Update – March 7, 2025
Newbury Street (NBST) Chasing for $7M Termination Fee. Aimfinity Investment (AIMAU) Sets Deal Vote. Northview (NVAC) Sets Extension Vote. Bannix (BNIX) Extension Vote.
Daily SPAC Update – March 6, 2025
Perception Capital + Blue Gold Holdings Deal Vote
Search Analysis
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