Announcing The First Acquisition by Inside Arbitrage
I am super excited to announce the very first acquisition by Inside Arbitrage. A few months ago the brilliant value investor Saj Karsan decided to
Read MoreI am super excited to announce the very first acquisition by Inside Arbitrage. A few months ago the brilliant value investor Saj Karsan decided to
Read MoreKey Insights: Aggregate insider buying and selling data paints a bleak picture with insiders selling more than 39 times as much stock as they purchased
Read MoreFor the first time last quarter, we published an article that included a list of new merger arbitrage related positions at funds that tend to
Read MoreThe Children’s Place Inc. (PLCE): $29.12 Market Cap:$363.34M Enterprise Value:$901.15M Before we jump into our article about the recent saga surrounding the children’s clothing retailer
Read MoreInsider buying fell off a cliff during the holiday shortened week last week. There are multiple reasons for this including folks taking time off from
Read MoreI don’t often do an end of year look back but this year was so unusual that I wanted to put it down in words
Read MoreI was about to wrap up this article when I heard about the passing of Charlie Munger. His wit and wisdom were unmatched and there
Read MoreEmerson Electric (EMR): $88.51 Market Cap: $50.46B Enterprise Value: $47.31B Key Insights The 133 year old Emerson Electric has a lifer as CEO. Both the
Read MoreThis mid-month update is a couple of days late because I was in Dallas, Texas attending the IDEAS Conference where nearly 60 companies were presenting.
Read MoreEvery time I hear the words special situations investing or event-driven investing, my ears perk up. When looking for a podcast to listen to last
Read MoreI was reflecting on the performance of my portfolio during the last several years and realized that beyond opportunistic trades both on the long and
Read MoreI came across the following quote on Twitter yesterday that really resonated with me (h/t Ted Seides): “My biggest investment pet peeve is analysis paralysis.
Read MoreWe have created a comprehensive group of tools that allows you to estimate the intrinsic value of investments.