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Boardroom Alpha

Can the Netflix Board turn things around?

It’s hard to see the current situation at Netflix (NFLX) as anything short of disastrous. The video streaming company reported a historically bad quarter in Q1 202, losing subscribers for the first time in a decade. Netflix lost 200,000 subscribers, falling well short of its guidance (+2.5 million subscribers). A decision in early March to suspend service in Russia after its invasion of Ukraine resulted in the loss of 700,000 subs. While Netflix expects subscriber growth to be positive for the year, operating margin guidance of 19%-20% for 2022– flat– is down from its earlier expectations for an average annual margin expansion of 19%-20%.
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AMC's Hycroft (HYMC) Investment Looks More Like a Distraction

------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- AMC Adam Aron is continuing to surprise the market and bringing attention to AMC Entertainment Holdings. Today it was the announcement of a ~$28M in gold and silver miner Hycroft. We view this as little more than a distraction. *Read the...
MARKETS
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Activist Update: Ryan Cohen Targets Bed Bath & Beyond (BBBY)

------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Gamestop (GME) chairman Ryan Cohen has taken aim at Bed Bath & Beyond (BBBY), pushing for change. He is calling on the company to explore strategic alternatives or explore a sale. We're not exactly buying the turnaround story on this one...
BUSINESS

SPAC market shows signs of life, with two DAs. And all the day's news in SPACs.

------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- The SPAC market shows signs of life with 2 new deal announcements today:. AMCI / LanzaTech. AMCI Acquisition Corp. II (AMCI) is merging with LanzaTech NZ in a deal that values the carbon recycling technology company at $2.2 billion. AMCI is...
STOCKS

Alpha Tau debuts tomorrow, BTNB/PropertyGuru on tap

-------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- BTNB expected Property Guru close 3/17, trading 3/18. Bridgetown 2 Holdings Ltd. (BTNB) announced a March 17th closing date for its merger with Property Guru Pte. Ltd., a PropTech company that resembles the Zillow (Z) of Southeast Asia. BTNB is backed...
BUSINESS

A Look at Top deSPAC Performers

-------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Best performing DeSPACs to close in the last 6 months:. Sky Harbour Group Corporation (SKYH). Aviation infrastructure company Sky Harbor has had an exceptional debut. Sky Harbour came public via a SPAC merger with Yellowstone Acquisition in a deal which valued...
STOCKS

Ciao! Allego revs up in Italy. PAQC has a DA. Autonomous Driving company TuSimple crashes.

-------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- PAQC to merge with Perfect Corp. Provident Acquisition Corp. (PAQC) announced a merger with Perfect Corp., "a Leading AR and AI SaaS solution provider in the beauty and fashion industries." The deal sets the enterprise value of Perfect Corp. at $1.02...
ECONOMY

Podcast: Emiliano Kargieman, CEO of Satellogic (SATL)

-------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Satellogic CEO Emiliano Kargieman sits down on the Know Who Drives Return podcast to discuss the future of geospatial data and early life as a public company. **Read the full writeup here**. While early days, the potential commercial uses for the...
BUSINESS

Valuence Merger (VMCAU) debuts with a sustainability/life sciences focus. SOFI reports blowout earnings. And all the day's news in SPACs.

-------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Valuence Merger I (VMCAU), a SPAC targeting life sciences and sustainability, raised $200 million today in its IPO. The company is led by CEO Sung Yoon Woo, founder and CEO of South Korean private equity firm Credian Partners. He is joined by CFO and Director Andrew Hyung (ex-Nomura Greentech), President Sung Lee (ex-Global Development Group of SK), and COO Gene Cho (Executive Director of CG Pharmaceuticals).
INDUSTRY

What to Know Ahead of SoFi (SOFI) Q4 Earnings

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- SoFi (SOFI) is set to report Q4 earnings after the bell today. Boardroom Alpha's Joanna Makris takes a look at what to expect in the report. **Read the full report here**. The bottom line: if you want to play in this...
STOCKS

SPAC Deals are at a Standstill

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- With over 600 SPACs searching for deals, the story remains the same: not enough M&A activity is getting done. Times are tough right now for SPACs that are searching, as they are facing a number of impediments, to name a few:
STOCKS

What to Know Ahead of Lucid Group (LCID) Earnings

Lucid (LCID) stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth. LCID stock has plunged 40% YTD, but still see downside risk at these levels. First cars on the line. Impressive reservation numbers. High operating expenses...
ECONOMY

Two new SPACs debut (GSRII, FGMC), and SNII Set to Close Next Week

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Another quiet day (and week) in the SPAC market as broader equity markets remained quite volatile amid uncertainty surrounding Ukraine/Russia. Surprisingly, two SPAC IPO'ed today. Elsewhere this week we saw just two new deals announced and one cancelled. It's hard to...
STOCKS

MoneyLion CEO Dee Choubey May Have it Ready to Roar After a Tough DeSPAC

Boardroom Alpha sat down with Dee Choubey, CEO of fintech MoneyLion (ML). Moneylion is a mobile banking and financial membership platform that went public via SPAC merger with Fusion Acquisition (FUSE). After a career in investment banking, Dee co-founded MoneyLion in 2013 with an ambitious goal: to combine AI, machine-learning technology and behavioral science to bring consumer finance into the future.
BUSINESS

ARYD/Amicus break up, BigBear.ai looks ready for a squeeze, Rigetti/Supernova at the wire

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- In what's now becoming a very familiar narrative, another SPAC breaks up with its target. Arya Sciences Acquisition Corp. IV (ARYD) announces the termination of its merger agreement with Amicus Therapeutics (FOLD). “While this is not the outcome we had hoped...
STOCKS

BRLI to merge with penny stock crypto exchange Nukkleus; VIEW learns about not filing the hard way

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Brilliant Acquisition Corp. (BRLI) to merge with crypto exchange Nukkleus. Brilliant Acquisition Corp. (BRLI) announces its merger target: penny stock crypto exchange Nukkleus (NUKK). NUKK, currently OTC-listed, will get an impressive 1:25.146 reverse-split and up-listing to the NASDAQ exchange. The transaction,...
STOCKS

DWAC Stock Pumped by Truth Social Downloads

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Despite being riddled with problems on its President's Day launch, Trump's Truth Social app is #1 on the apple iTunes store, leading all app downloads. Almost entirely unsurprising on both fronts. In addition, as most stocks continued a nasty slide, Digital World Acquisition Corp (DWAC) brushed that off and rose +10% today to close at $92.90.
STOCKS

Rigetti chooses NASDAQ, HCC Adjourns, and SPCE will rocket on without Chamath

--------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Supernova Partners Acquisition Company II, Ltd.(SNII) announced today that it intends to withdraw its listing from the NYSE and instead list on the NASDAQ. Recall SNII plans to merge with Quantum Computing tech specialist Rigetti Holdings. The deal is expected to close on or around March 2, 2022 under the symbol "RGTI".
INDUSTRY

SPAC Favorite Bad Boy Chamath Steps Down from SPCE Board, Cashes out with a Cool $300 Million

---------------------------------------------------- Free Investor Resources from Boardroom Alpha. -------------------------- -------------------------- Chamath Palihapitiya steps down abruptly from SPCE board. Chamath Palihapitiya steps down as Chairman at space tourism operator Virgin Galactic (SPCE). The company says the departure is amicable and that Palihapitiya wants to focus on other board commitments. Evan Lovell has...
MARKETS