Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
Recent: |
|
Past: |
|
The Fed would raise rates until something breaks, and it looks like the banking system is breaking. Click here to find out if will this affect the Fed's course of action. → Read More
The FTC is suing to block the Intercontinental Exchange, Inc. acquisition of Black Knight, Inc. Find out our thoughts on BKI stock in light of this development. → Read More
Market believes Spirit Airlines - JetBlue Airways (JBLU) deal is as good as dead. If it fails, there may not be sustained downside for SAVE. Click here for my take. → Read More
Vale may sell a stake in its future-oriented battery metals business. A stake sale is followed by an IPO or spinoff. Click here for more on VALE stock. → Read More
Silvergate Capital issued a release with the SEC explaining why its 10-K will be delayed. Click here to read my analysis of the release and its implications. → Read More
Horizon Therapeutics is a $25 billion biotech that's being acquired by Amgen Inc. Click for my review of the HZNP deal prospects. → Read More
Bausch Health Companies Inc. (BHC) has the internal metrics necessary to justify spinning off more Bausch + Lomb Corporation (BLCO) shares. Click here for my take. → Read More
Brent Saunders likely signed on as CEO with the expectation of operating Bausch + Lomb as a fully standalone company. Click here for my take on BLCO stock now. → Read More
The Grayscale Digital Large Cap Fund trades at an even steeper discount to NAV than its larger peers. Find out if GDLC is a better investment than GBTC or ETHE. → Read More
The Grayscale Ethereum Trust is trading at a 55% discount to net asset value. Find out why now looks like a good time to invest in ETHE. → Read More
Concert Pharmaceuticals, Inc. is a biotech buyout trading at a negative spread but with an interesting CVR attached. Click here for my take on CNCE stock now. → Read More
Chip maker Broadcom Inc. is buying server software provider VMware, Inc. Click here for my take on AVGO and VMW stock and the deal. → Read More
LHC Group deal with UnitedHealth Group Incorporated is not the best thing I've ever invested in, but a solid prospect. Click to see my take on the LHCG deal. → Read More
Black Knight, Inc. is being acquired by Intercontinental Exchange for $68 + 0.144 share. Click here to read my analysis of BKI stock and about the acquisition. → Read More
AgroFresh Solutions is being taken private by a private equity party. Find out why the deal is unlikely to fail from here on out, in my view. → Read More
Coupa Software Incorporated is being acquired by Thomas Bravo at $81. The deal is scheduled to close in Q1 2023. Click here for my thoughts on the COUP deal. → Read More
BP is generating free cash flow at current oil prices. BP is buying back shares, but it could do a lot more. Click here for my review of BP and its strategy. → Read More
Vistra Corp. is a small utility company with a diverse set of generation assets. Management is raising green and 3rd party capital. Click here for my take on VST. → Read More
Atlas Corp. is being acquired by a consortium led by famous value-investing people. Read more to see if buying ATCO shares now makes financial sense. → Read More
Amazon is acquiring iRobot Corporation at $61 per share. Deal is subject to a second request by FTC. Click here for our take on this AMZN deal with IRBT. → Read More