Some investors have made a career getting rich off of corporate buyouts. And some investors lose their shirts after a buyout offer is made but fails to close. The latter is now […]
How Tactical Investors View Failed Mergers: TaskUs Taken to Task
Trilogy Metals is Next into U.S. Sovereign Wealth Fund
What happens when the government takes a stake in your company? As long as it isn’t in a bailout, it might be free money and a license to succeed. Shares of Canadian […]
Wall Street’s NIQ Tactical Case: Much Stronger Than Its Post-IPO Performance
It seemed like every initial public offering in 2025 could do now wrong. NIQ Global Intelligence PLC (NYSE: NIQ) sold 50 million shares in late-August at $21 per share. Its pre-IPO underwriter […]
Tactical or Dreaming… Verint Systems Stock Could Double!?!
Verint Systems Inc. (NASDAQ: VRNT) is a stock that “could nearly double.” That statement comes with absolutely no guarantees nor any assurances. In fact, that statement is not even the opinion of […]
What Salesforce Actually Gets by Acquiring Informatica: A Lot More Agentic-A.I.
Mergers are supposed to help companies grow. And $8 billion mergers sound really big on the surface. But what about when the acquirer has a market capitalization of $265 billion already? This […]
Analyst vs. Rumors: Should Walgreens Investors Brace for a Take-Under?
Walgreens Boots Alliance (NASDQ: WBA) has been down and out for long enough that many investors have to be hoping a white knight can swoop in and save the day. Despite its […]
Ingram Micro’s Post-IPO Tactical Case Cuts Both Ways
Ingram Micro Holding Corporation (NYSE: INGM) is public once again. After its private equity-backed offering of 18.6 million shares, and an additional 2.79 million shares in an overallotment option, the world’s top […]
StandardAero’s Post-IPO Tactical Case: Buy, Sell, Hold or Avoid?
StandardAero, Inc. (NYSE: SARO) priced its initial public offering of 60 million shares (upsized from 46.5 million) at $24.00 per share on October 1, 2024. Its quiet period has now ended so […]
Apollo Global, Tactical to Secular on Its 5-Year Outlook?
Apollo Global Management Inc. (NYSE: APO) is one of the top alternative asset managers for investors. The firm has just released its 5-year financial plan to capitalize on an already impressive 24% […]
Tactically Speaking: Intel WITH Qualcomm (Versus AND Qualcomm)?
Investors love a good merger story. Intel Corporation (NASDAQ: INTC) shares surged on Friday on a Wall Street Journal report that Qualcomm Inc. (NASDAQ: QCOM) had made a takeover approach. After pulling […]
Tactical Bulls: Why Macy’s Isn’t Better Off Standing Alone
Macy’s, Inc. (NYSE: M) is in trouble. Its stock has been up on numerous private buyout reports in the past. None of those have ever come to fruition. And now Macy’s latest […]