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A proxy season preview, Equinix still waiting, an oasis...
A proxy season preview, Equinix still waiting, an oasis for activism in the energy patch [IPG, MW...
1-5-2015 Event-Driven Research - Don Bilson
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Corvex braves the ARCP minefield, Computer Sciences...
Corvex braves the ARCP minefield, Computer Sciences cleans up an old mess, a couple of Elliott s...
12-30-2014 Event-Driven Research - Don Bilson
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Icahn resuscitates Manitowoc story, revisiting two...
Icahn resuscitates Manitowoc story, revisiting two medtech sale processes, short interest analysi...
12-29-2014 Event-Driven Research - Don Bilson
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Consumer Dec. 15 - Dec. 19
Consumer Dec. 15 - Dec. 19
12-22-2014 Event-Driven Consumer Weekly - Don Bilson
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Dec. 15 - Dec. 19
Dec. 15 - Dec. 19
12-22-2014 Event-Driven Weekly - Don Bilson
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Madison Square Garden draws up new game plan, Stanley...
Madison Square Garden draws up new game plan, Stanley tosses in the towel, not quite ready to giv...
12-19-2014 Event-Driven Research - Don Bilson
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Rite Aid story quickly turns, a Molotov cocktail thrown...
Rite Aid story quickly turns, a Molotov cocktail thrown at Owens-Illinois, navigating through the...
12-18-2014 Event-Driven Research - Don Bilson
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Brookdale slides into the spotlight, CVS leaving ESRX...
Brookdale slides into the spotlight, CVS leaving ESRX behind, Salix seeks early parole [BKD, ESRX...
12-17-2014 Event-Driven Research - Don Bilson
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Stryker arranges some possible short-term financing,...
Stryker arranges some possible short-term financing, Express Scripts with a quick CFO hook, port...
12-16-2014 Event-Driven Research - Don Bilson
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Consumer Dec. 8 - Dec. 12
Consumer Dec. 8 - Dec. 12
12-15-2014 Event-Driven Consumer Weekly - Don Bilson
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Dec. 8 - Dec. 12
Dec. 8 - Dec. 12
12-15-2014 Event-Driven Weekly - Don Bilson
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What do you say PetCo, watching that Freeport dividend,...
What do you say PetCo, watching that Freeport dividend, a Regal Beagle of a deal [PETM, FCX, RVBD...
12-15-2014 Event-Driven Research - Don Bilson
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More of the same at three big Special Sits,...
More of the same at three big Special Sits, reverberations off Danone, diving into that Kellogg m...
12-12-2014 Event-Driven Research - Don Bilson
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An opening for Express Scripts, McDonalds not reading...
An opening for Express Scripts, McDonalds not reading from activist playbook, Starboard not done ...
12-11-2014 Event-Driven Research - Don Bilson
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Decision time for MeadWest, Hertz now a divided hotel,...
Decision time for MeadWest, Hertz now a divided hotel, Regal plays around with its P&L [MWV, HTZ,...
12-10-2014 Event-Driven Research - Don Bilson
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Two giants dial back M&A outlooks, a new...
Two giants dial back M&A outlooks, a new "activist" to watch for, chewing on a big California hea...
12-9-2014 Event-Driven Research - Don Bilson
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Consumer Dec. 1 - Dec. 5
Consumer Dec. 1 - Dec. 5
12-8-2014 Event-Driven Consumer Weekly - Don Bilson
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A shank at ClubCorp, EQT makes good (on step one),...
A shank at ClubCorp, EQT makes good (on step one), another negative bet at Avon? [MYCC, container...
12-8-2014 Event-Driven Research - Don Bilson
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Dec.1 - Dec. 5
Dec.1 - Dec. 5
12-8-2014 Event-Driven Weekly - Don Bilson
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The Week Ahead [UTX, RBC, WY, BRCM, MYCC, BG, DHR, YUM]
The Week Ahead [UTX, RBC, WY, BRCM, MYCC, BG, DHR, YUM]
12-8-2014 Event-Driven Update - Don Bilson

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