Know Who Drives Return

Boardroom Alpha sat down with Thomas Ingenlath, CEO of Electric Vehicle (EV) maker Polestar. Polestar is a global pure-play electric vehicle company that’s having its time in the spotlight. The company is expected to go public in a SPAC merger transaction with Gores Gugghenheim (GGPI) in a transaction valued at approximately $26 billion. 

** Read the full Polestar / GGPI  and EV Market report here.

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Research and Data service.

Boardroom Alpha sat down with Dr. Jun Pei, CEO of LiDAR technology specialist Cepton Technologies (NASDAQ:CPTN).  Cepton is the newest kid on the LiDAR public listing block, having completed its  deSPAC earlier this month via sponsor Growth Capital Acquisition Corp. (GCAC).

** Read the full Cepton (CPTN) report here.

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Research and Data service.

Blair LaCorte, CEO of AEye (NASDAQ:LIDR), provides his take on Autonomous Driving, why a lidar shakeout is coming, and what the carmakers really want.

** Read the the full AEye / LIDR report here.

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Research and Data service.

The Environmental, Social, and Governance (ESG) investing trend has been gaining steam over the last decade and has never been more prevalent than ever. While research continues to differ on the market performance of “good” and “bad” ESG companies, the facts remain that investors care and that developing a sound ESG strategy for corporates should be top of mind. 

This week on Know Who Drives Return we talk to Rob Main, a longtime Vanguard veteran, who’s now Managing Partner and COO of Sustainable Governance Partners, a corporate ESG advisory firm. We discuss trends in ESG, what it means for companies and directors alike, and what to look out for in in the 2022 Proxy Season.

Listen at Boardroom Alpha.com.

Tom Davin, Co-CEO who joined in 2018, and Joe Reece, the executive chairman of the SilverBox Engaged (SBEA) SPAC joined Know Who Drives Return to discuss Black Rifle Coffee, the merger, and their vision for the company. 

Read the SBEA / Black Rifle Coffee report here.

Podcast Topics

• Intro + background on Tom Davin
• Veteran history and mission at Black Rifle
• Lifestyle brand and loyalty
• Business segments + subscription business
• Plans for Outposts (physical stores)
• Merchandise and the value of brand
• Intro to Joe and SilverBox Engaged (SBEA)
• Valuation, competition, and positioning
• NFTs or Metaverse?

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Research and Data service.

Tal Keinan, a former Israeli Military pilot and the CEO of Sky Harbour, got the idea to start Sky when he couldn’t find a spot to park his plane. While this might be the ultimate “first world problem,” there exists a real gap in the private aviation industry of available hangars to park planes versus the growing private jet fleet.

This is where Sky Harbour comes into play, developing and leasing private aviation hangars at airports in the US.

Have a listen to the latest episode of Know Who Drives Return to hear Tal Keinan describe the business and its prospects.

See the report and learn more at www.boardroomalpha.com

Chris DeMuth founded Rangeley Capital and focuses on SPAC and Value investing. Trained in event-driven situations, Chris has a history of consulting for funds and bank prop desks in his earlier career. He brings a very impressive and analytical framework to his investing style.
 
These days, and in line with us here at Boardroom Alpha, Chris is also spending a lot of time doing SPAC investing, even joking that at the onset of the idea that you can make speculative investments with a built-in redemption feature as almost too good to be true.

Listen in as Chris and David go deep on investing in SPACs and in Value.

See the report and learn more at www.boardroomalpha.com

For the latest Know Who Drives Return episode, we sat down with Francis Davidson, the founder and CEO of Sonder, a hospitality company that leases and manages travel properties. Sonder is valued at nearly $2B and is going public through Gores Metropolous II. Francis, at just 29 years old, has been able to rapidly scale the company that he founded 8 years ago as a student at McGill University in Quebec. Will Sonder succeed in grabbing a larger share of the lodging space? Have a listen.

Read the full Sonder / GMII deal report

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Data and Analytics service.

David Drapkin sits down with Amy Nauiokas, the Co-Founder, Co-Chair, and Co-CIO of fintech investing platform Anthemis ($1.2B in AUM), who has been a leading fintech investor for nearly 15 years. Though she has a career that us regular folks might find astounding given she also runs a film and television production company, Archer Gray, which promotes story telling from diverse individuals.

Read the companion report on Boardroom Alpha

Podcast Topics 

• Intro to Amy and her background 
• Areas of focus for investing at Anthemis 
• Recent capital raise for Anthemis, and plans 
• SPAC, why now and what makes a good sponsor partner 
• All-female, and ethnically diverse SPAC team 
• What does the pipeline look like for a SPAC target 
• How to change the narrative, and tell the story on a SPAC target 
• Any crypto strategy? 
• Final touch on Archer Gray and film career 

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Data and Analytics service.

Dave CEO Jason Wilk joins Boardroom Alpha's David Drapkin to discuss how DAVE has already saved customers billions, how it is shifting its business as it matures, and how its SPAC deal with VPC Impact Acquisition Holdings III (VPCC) will help fuel that shift.

Read the companion report on Boardroom Alpha

Topics On the Podcast  

• Intro and background on Jason Wilk 
• Overview of Dave and the origins  
• Customer acquisition and targeted users 
• Dave Banking and plans for rollout 
• Side hustle and how Dave helps customers 
• User growth, was it sustainable? 
• Competition: many players, how to win? 
• Deal, SPAC, and M&A process  
• Dave’s Operating team + life as public company 

Boardroom Alpha's SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha's SPAC Data and Analytics service.