10/23/17
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What Kind of “Events” Does ArbitrOption Invest In?

What qualifies as the kind of corporate event that ArbitrOption seeks for its portfolio? We apply an event-driven investment strategy that focuses on opportunities of three distinct types: Strategic Mergers A strategic merger is a transaction in which the target company has synergies with the acquiring company that will allow the whole to be greater…

09/22/17
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Best Idea in the Universe: Time Warner

Current Favorite: Time Warner (TWX) 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 exchange-listed options with…

07/23/17
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How National Security Affects Event-Driven Investing

Though the two topics seem unrelated, it turns out national security has a role in event-driven investing. The topics intersect in the form of regulatory approval for deals – a process overseen by the Committee on Foreign Investment in the United States, also known as CFIUS. In fact, CFIUS review was part of the regulatory…

06/23/17
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Best Idea in the Universe: Mobileye

Current Favorite: Mobileye N.V. (MBLY) 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 exchange-listed options with suitable…

03/13/17
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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
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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
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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
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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
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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
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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,…