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,…

06/13/16
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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
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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
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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…

12/09/15
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Best Idea in the Universe (December ’15)

Published 12/9/15 – Current Favorite: Solera Holdings Inc. (SLH) 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…

10/19/15
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Best Idea in the Universe (October ’15)

Published 10/19/15 – Current Favorite: Precision Castparts Corp. (PCP) 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…

09/22/15
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Best Idea in the Universe (September ’15)

Published 9/22/15 – Current Favorite: Steiner Leisure (STNR) 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…

08/11/15
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Best Idea in the Universe (August ’15)

Published 8/11/15 – Current Favorite: Dealertrack Technologies (TRAK) 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…

07/13/15
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Best Idea in the Universe (July ’15)

Published 7/13/15 – Current Favorite: Quality Distribution (QLTY) ArbitrOption’s investable universe is populated by risk arbitrage and special situation opportunities with three basic characteristics: – the pending corporate event must be disclosed by the company’s management or Board of Directors (no rumortrage) – the pending corporate event must have an estimable process duration and terminal value,…

06/08/15
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Best Idea in the Universe

  Published 6/8/15 – Current Favorite: Omnicare (OCR) ArbitrOption’s investable universe is populated by risk arbitrage and special situation opportunities with three basic characteristics: – the pending corporate event must be disclosed by the company’s management or Board of Directors (no rumortrage) – the pending corporate event must have an estimable process duration and terminal value,…