Mill Road Capital wants Big Lots to pursue a sale-lease back to monetize its assets ahead of a sale of the company. Is what’s good for the goose good for the gander?
Boardroom Alpha Research
ESG
The ESG Revolution Has Begun – Andrew Behar of As You Sow Joins the Podcast
Are public companies really leaning in to a more suitable, socially responsible future? Boardroom Alpha sat down with Andy Behar, CEO of non-profit shareholder advocacy organization As You Sow, to discuss some of the key ESG issues investment managers are tackling today.
Boardroom Alpha Daily Read
Amazon makes an even bigger renewable push. A timely Board refresh at Activision Blizzard.
Tidying Up: Activision Blizzard Refreshes Board Ahead of Microsoft Deal
Swirling in a sexual harassment crisis and amidst shareholder scrutiny of the Microsoft acquisition, the video game maker makes a timely Board refresh. Will the latest housecleaning be enough?
Boardroom Alpha Daily Read
We take a closer look at fundamentals at baby and children’s apparel retailer Carter’s (CRI) on the heels of the company’s ESG announcement.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Mastercard (MA) ties executive bonuses to ESG goals. Ingevity (NGVT) is a discounted specialty chemicals story with an ESG twist.
Origin Materials on Paving the Way Toward a Carbon Negative Future
John Bissell and Rich Riley, Co-CEOs of Origin Materials (ORGN) tell us how bioplastics are ready and able to reduce our reliance on fossil fuels.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. WindAcre increases its stake and opposes NSLN takeover bid. Activist Jana Partners brings lessons learned at ConAgra (CAG) to Treehouse Foods (THS). And other notable special situations.
Activist Alert: Treehouse Foods
Jana Partners is closing in (again) at Treehouse Foods (THS). Lessons learned from ConAgra give the activist an edge toward incremental improvements which should unlock value for the stock.
Boardroom Alpha Daily Read
We take a look at the day’s news, ESG trends and special situations. Management shakeup at Faraday Future (FIFE) is an all-too familiar story in the world of EV SPACs. Blackrock to be 75% net-zero aligned by 2030, and Jana closing in (again) at Treehouse Foods (THS).