Don Bilson
Head, Event-Driven Team

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FDA Speculation: The Pazdur Letter Meets Political...
FDA Speculation: The Pazdur Letter Meets Political Reality (Three Scenarios, Two Front-Runners, ...
5-15-2026
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Event-Driven Research (DXCM, MSFT, WEX, F, TWO)
Event-Driven Research (DXCM, MSFT, WEX, F, TWO)
5-15-2026
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Event-Driven Research (HPE, BN-CA, FISV, WIX, DOCS, JCI)
Event-Driven Research (HPE, BN-CA, FISV, WIX, DOCS, JCI)
5-14-2026
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Event-Driven Research (DT, BF.B, NXT, REZI, MIDD, VSTS,...
Event-Driven Research (DT, BF.B, NXT, REZI, MIDD, VSTS, TWO)
5-13-2026
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Event-Driven Research (EBAY, ZTS, VSCO, RAL, DINO, WAL,...
Event-Driven Research (EBAY, ZTS, VSCO, RAL, DINO, WAL, GTM, UAA)
5-12-2026
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Event-Driven Research (QXO, TOST, WSC, MSGS, DFH, UWMC,...
Event-Driven Research (QXO, TOST, WSC, MSGS, DFH, UWMC, TWO, TMO, FBIN)
5-11-2026
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Event-Driven Research (MAT, BILL, AKAM, ALKT, SJM,...
Event-Driven Research (MAT, BILL, AKAM, ALKT, SJM, VSAT, DXC, FWRD, TMO, PLNT, KBR)
5-8-2026
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Event-Driven Research (ZTS, VOYA, TECH, DVN, SOLV, WHR,...
Event-Driven Research (ZTS, VOYA, TECH, DVN, SOLV, WHR, KMPR, KD, MIDD, FUN, DVA)
5-7-2026
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Event-Driven Research (FLEX, INTC, GLW, MTCH, AME,...
Event-Driven Research (FLEX, INTC, GLW, MTCH, AME, PRY-IT, STRL, HOG, BRBR)
5-6-2026
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Event-Driven Research (UBS 13F Recap: SOFI, AMCR, CMG,...
Event-Driven Research (UBS 13F Recap: SOFI, AMCR, CMG, BL, ACN, KNF, BAX, AVTR, IRT, PCOR)
5-6-2026
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Event-Driven Research (POOL, VSCO, PINS, LSCC, COO,...
Event-Driven Research (POOL, VSCO, PINS, LSCC, COO, SHC, BBY)
5-5-2026
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Event-Driven Research (GME, EBAY, WEX, VOYA, CLX, NCLH,...
Event-Driven Research (GME, EBAY, WEX, VOYA, CLX, NCLH, GBTG, PATK, LCII, HUBB, BLDR, ITGR)
5-4-2026
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Event-Driven Research (SOLV, CSGP, OXY, ALGN, VEEV,...
Event-Driven Research (SOLV, CSGP, OXY, ALGN, VEEV, IMKTA, UMG, GFL, NVT, TWLO, MTZ, MKL, IP)
5-1-2026
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Event-Driven Research (PYPL, GEHC, TXT, ICLR, DRVN,...
Event-Driven Research (PYPL, GEHC, TXT, ICLR, DRVN, UMG, KBR, TFX, QCOM, CZR, EEFT)
4-30-2026
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Event-Driven Research (BF.B, LULU, CSGP, DVN, CAR, DIS,...
Event-Driven Research (BF.B, LULU, CSGP, DVN, CAR, DIS, KONE, TKE, TXN, NXPI, QCOM, CVLT)
4-29-2026
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Event-Driven Research (DT, FLS, ICLR, LULU, QGEN, BAH,...
Event-Driven Research (DT, FLS, ICLR, LULU, QGEN, BAH, DPZ)
4-28-2026
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Event-Driven Research (CHTR, VZ, WHR, WEX, CVLT, IP,...
Event-Driven Research (CHTR, VZ, WHR, WEX, CVLT, IP, ZM, ARX-TSE, OGN)
4-27-2026
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Event-Driven Research (INTC, VOYA, LULU, NOC, LMT, CZR,...
Event-Driven Research (INTC, VOYA, LULU, NOC, LMT, CZR, UNP, CSX, OGN, WU, WEX, MTN)
4-24-2026
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Event-Driven Research (LULU, IBM, HON, EQT, CAR,...
Event-Driven Research (LULU, IBM, HON, EQT, CAR, ITRK-LON, HLX, WEX, Thoma Bravo)
4-23-2026
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Event-Driven Research (TFX, DHR, BBY, RRX, CAR, BSX,...
Event-Driven Research (TFX, DHR, BBY, RRX, CAR, BSX, ABT, GEV, ALK, WEX)
4-22-2026

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