Signals

NEWS AND DEVELOPMENTS FROM INDEPENDENT RESEARCH AND ALTERNATIVE DATA PROVIDERS
Former CEO Doug Merritt's abrupt resignation last week has unnerved Investors but we think Chairman & Interim CEO Graham Smith is well qualified to keep the firm on track. We wonder if the awkward leadership change and weak stock price may put SPLK in play as a strategic target for larger public Cloud providers.
Stock valuation and forecasting service ValuEngine, also provides research on more than 600 ETFs.  Their most recent study compares whether an index ETF based upon a consensus of “smart money” picks by “hedge fund gurus” is superior to active ETFs from fund company “investment gurus.”
Vision Research has recently announced the launch of a unique suite of SPAC research and data products covering a universe of over 600 SPACs and growing, that has been shown by academic research to be helpful in identifying the SPACs that will materially underperform the market and break below the $10 trust floor, after a deal is approved and the de-SPAC occurs.
Int’l Flavors & Fragrances Chairman & CEO Andreas Fibig (59) has announced that he is leaving IFF once a replacement is found. CEO Fibig has succeeded in making IFF a bigger entity, mostly via acquisitions, but we don't think that acquisitiveness has translated into increased intrinsic value for shareholders. New CFO Glenn Richter (59) started last month and will be in the hot seat for the year ahead as he is only the most recent of 4 CFOs at the firm in 5 years. We worry management's execution may suffer from all the management changes in recent years.
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