Concentrated Merger Arbitrage Funds – Q3 2023 Update
I was about to wrap up this article when I heard about the passing of Charlie Munger. His wit and wisdom were unmatched and there
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November 28, 2023
I was about to wrap up this article when I heard about the passing of Charlie Munger. His wit and wisdom were unmatched and there
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This 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.
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Every 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
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I was reflecting on the performance of my portfolio during the last several years and realized that beyond opportunistic trades both on the long and
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I 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.
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Key Insights Famous biotechnology investor Wayne P. Rothbaum purchased $26.5 million worth of a clinical-stage biotechnology company, Iovance Biotherapeutics Inc. (IOVA). Mr. Rothbaum is well
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Key Insights One of the largest open market insider purchases by the new Co-CEO of Workday (WDAY) who purchased 8,676 shares at an average price
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A few months ago we built a custom screen for premium members called Flip Floppers and described it as follows: The Flip Flopper is a
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Split-offs and the McDonald’s – Chipotle Example In 2006 McDonald’s (MCD) decided to spin-off its Mexican fast casual chain Chipotle (CMG) in a series of
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There are two activities I enjoy a lot. One of them is investing and the other one is building products. InsideArbitrage allows me to combine
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Returning to our list of top insider purchases this week is a familiar face, embroiled in a variety of special situations. We last wrote about
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A few years ago, after buying a Tesla (TSLA), we headed down from San Francisco to LA for a family summer road trip. Even though
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