We started tracking pre-merger announcements or rumored deals in 2017 and called them “deals in the works” (DITW). One of the advantages of collecting data
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Over the last three years, I have added several ideas to our watchlist that I liked but wanted to follow for a while or pick
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Our History With B. Riley Instead of focusing on a new idea for our February 2023 mid-month update, I decided to revisit one of our
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Editor’s Note: When we discussed the 1Life Healthcare (ONEM) arbitrage opportunity in the August 2022 Special Situations newsletter the spread on the deal was almost the
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We started the year discussing a basket of “Broken Growth” stocks that had declined anywhere from 50% to 70% from their peaks and looking at
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In our May 2022 Mid-Month Update for Inside Arbitrage Premium and Plus members, we discussed the acquisition of Biohaven Pharmaceuticals by Pfizer (PFE) and wrote
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Summary: Both the Biohaven deal discussed in our May 2022 Mid-Month update and the Bluerock Residential Growth REIT deal discussed in our January 2022 Special
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We discussed the macro economic environment in our Buyback Wednesdays post this Wednesday and the idea I want to discuss for this mid-month update will likely
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The last two months have been a relief for most investors with exposure on the long side with a significant rally off the June 16th
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When we started the month of July, there was speculation about the Fed raising interest rates anywhere from 50 basis points to 75 basis points
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After an intra-day dip into bear market territory in May, the S&P 500 finally entered a bear market earlier this month. We saw some moderation
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Current market conditions have impacted several previously uncorrelated assets that dropped in unison over the last couple of weeks and we have also seen merger
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