ILMN

How to Profit from “Demerger Arbitrage”

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 [...]

By Rich Howe|2024-09-23T13:11:18-04:00September 23rd, 2024|Categories: Educational, Special Situations Playbook, Spin-off Analysis|Tags: GRAL, HGHAF, HHH, ILMN, LBTYA, SEG|0 Comments

Spin-off Links – May 2024

Spin-off Links - May 2024 By my count, there have been 7 new US spin-off announcements in 2024. Meanwhile 4 new spin-offs have started trading in the US YTD. Performance as measured by the S&P Spin-off ETF (CSD) has been quite strong with a YTD total return of 12.7% comparing favorably to the SPY. This [...]

By Rich Howe|2024-05-22T13:57:07-04:00May 22nd, 2024|Categories: Spin-off Analysis, Spin-off Links|Tags: ILMN, INBX, SNY, SOLV, SVITZR|0 Comments