3 Spin-offs that Will Benefit from a Trump Presidency If you are on Twitter/X, I’m sure you’ve seen the “election cheat sheets.” Here’s one from Wolfe Research: One theme that I didn’t see mentioned on many “cheat sheets” was Mergers and Acquisitions Federal Trade Commission Chair Lina Khan has been notoriously stingy about approving acquisitions. [...]
How to Profit from “Demerger Arbitrage” One popular special situation category is merger arbitrage. In merger arbitrage, an investor buys the stock of a company that is in the process of being acquired. The investor profits when the acquisition closes. Let’s take a recent example. On September 5, 2024, Verizon (VZ) announced that it has [...]
3 Spin-offs with Insider Buying One factor that I closely follow in the spin-off universe is insider buying. Here’s what Peter Lynch wrote about insiders and spin-offs in One Up on Wall Street: [Spin-offs] are a fertile area for amateur investors…….A month or two after the spinoff is completed, you can check to see if [...]
What’s the Big Deal? I’ve been a bit perplexed by the recent market decline…. Given I published an article last week titled Why the Small Cap Rally is Just Getting Started, you can safely assume that I did not see the market swoon coming. But it happened. Let’s step back to understand why the market [...]