03/13/17
Off
0

Best Idea in the Universe: RB Swallows Up Infant Formula Maker

    – Current Favorite: Mead Johnson Nutrition Co. (MJN) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company must…

01/22/17
Off
0

How We Keep Fake News Out of Portfolios

Since the presidential campaign cycle, “fake news” has itself been a news item. The topic took on a whole new magnitude of interest with the upset in election results. –   Source: www.google.com/trends/   Of course, for the investing community, credibility of information has always been a crucial issue. Information is the single most valuable…

12/13/16
Off
0

Best Idea in the Universe: Mid-Air Merger

Published 12/13/16 – Current Favorite: B/E Aerospace Inc. (BEAV) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company must…

11/16/16
Off
0

Why the Stock Market Doesn’t Matter

  ArbitrOption’s investment strategy is designed to be insensitive to the ups and downs of the stock market. While the universe of investment opportunities is infinitely variable, our deal-related investments have a very narrow set of outcomes. That’s why we can use options to gain exposure to specific stock outcomes, yet have a low correlation to…

09/10/16
Off
0

Best Idea in the Universe: Profiting from Professional Networking

Published 9/10/16 – Current Favorite: LinkedIn Corp (LNKD) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company must have…

08/16/16
Off
0

How ArbitrOption Tames the International Approvals Beast

More than half of the deals announced so far this year are outside the U.S. As investors who focus primarily on merger arbitrage opportunities, we have to be effective at anticipating the international approvals that go with a non-U.S. deal. Regulatory approvals always include antitrust reviews, but can also be based on national security, a securities exchange,…

06/13/16
Off
0

Best Idea in the Universe (June ’16)

Published 6/13/16 – Current Favorite: Qihoo 360 Technology Co (QIHU) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company…

03/13/16
Off
0

Best Idea in the Universe (March ’16)

  Published 3/13/16 – Current Favorite: Multi-Fineline Electronix, Inc. (MFLX) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company…

02/09/16
Off
0

Best Idea in the Universe (February ’16)

Published 2/9/16 – Recent Favorite: Constant Contact Inc. (CTCT) ArbitrOption’s investable universe includes risk arbitrage and special situation opportunities with three basic characteristics: a pending corporate event must be disclosed by the company’s management or Board of Directors (no “rumortrage”) the pending corporate event must have a calculable terminal value and timeline the company must have…