Event-Driven Research


Title Date Pages
FLIR Systems digging a hole for itself, Roper stepping up in weight class, CoreLogic puts ICE deal to work, Diller grabs the dice (FLIR, ROP, CLGX, WU, YELP, IAC, MGM, FLT, DBX, MHK) 2020-08-10
InterContinental goes ballistic in mortgages, SolarWinds floats a breezy breakup idea, Summer update for the DXC family, Calling ‘No Bueno’ on KSU story (ICE, SWI, DXC, PRSP, TDC, SERV, UFS, KSU) 2020-08-07 5
Bausch ready to carve off its Lomb, Nuance Family doing quite well, grave diggers aren't needed at Hillenbrand, Apollo does it again (BHC, TDOC, NUAN/CRNC, NOMD, HI, BERY, ACHC, ADT/RXT) 2020-08-06 5
Two Covid darlings get hitched, money transferors aren't talking deals, Evergy goes green, Valvoline prodded, the real Chuck Norris stands up (TDOC/LVGO, WU/MGI, EVRG, ABC, MIDD, GE, VVV, AMCX, Inclusive Cap, FRPT, EMR/ROK) 2020-08-05
Crunch time at Qiagen, teasing a Speedway-like ending at Aecom, Strategic Education getting taught a lesson, taking stock of Trian's bandwidth (QGEN, ACM, MPC, STRA, Trian, AVT, NSP) 2020-08-04 5
Varian finally gets that long-awaited knock, KC railroader has a bad poker face, TMT deal-making heating up, XPO needs to get its story straight (VAR, KSU, TMT M&A, XPO, CLX, TSN, CCI, MPC, Pet Talk) 2020-08-03
A Hunter Harrison vibe has UPS flying, Growth driver at Teleflex draws some unwanted attention, Molson’s European question remains unanswered, Peggy Sue bids adieu (UPS, TFX, TAP, PEG, ALXN) 2020-07-31 4
No more reason to storm the (Crown) castle, another Septuagenarian flashing M&A skills, GM spin talk is now electric, Expectations are being shattered in consumer-land (CCI, CCC, GM, ORLY, HBI, ROL, LB, LAUR, LIVN) 2020-07-30 5
CoreLogic buyers roll out their starting nine, GE in no hurry to leave Baker, Alkermes ready to re-freshen, Split talk at Fortive and Aarons (CLGX, GE, ALKS, FTV, AAN, TNET, MLM, ROP) 2020-07-29 5
Time for Bausch to turn “urgency” into action, Eyeing re-rate potential at Polaris, RPM’s ’18 plan has more to give, AutoNation finally finds a higher gear (BHC, PII, HOG, RPM, AN, EQT) 2020-07-28 4
Painting Pentair with a Lennox brush, Truly mind-blowing numbers from Sam, Honeywell has itself a new deal-maker, tourniquet applied at FirstEnergy (WBA, PNR, SAM, HON, FE, UAA, DNB, SAP) 2020-07-27
NRG surprisingly chooses a non-private path, FirstEnergy meltdown will take months to cool, Danaher still has a green light (NRG, FE, DHR, T, CLGX, PNR) 2020-07-24 4
Vegas Sands slows its M&A roll, CoreLogic shows off its best defense, Thermo is done playing games, Eyeing $40 at Twitter (LVS, CLGX, TMO, TWTR, M&A, BIIB) 2020-07-23 4
New Lockheed pilot is ready to fire, door creaks open at Tapestry, one less conflict to worry about at CoreLogic, NYT turns the page (LMT, TPR, CLGX, NYT, BIIB, FE) 2020-07-22
Tapestry needs a new signal caller, Celanese M&A plans in the spotlight, Kansas City Southern doth protests too much, eBay seen munching in Oslo (TPR, CE, KSU, XYL, SEE, EBAY, DXC, CVX) 2020-07-21
Not much left to be done at eBay, Elliott gearing up to storm a castle, a serf-like premium for an oily Noble, Charter boss getting close to TD spike (EBAY, CCI, CVX, SYY, CLGX, DLTR, CHTR, MPC, PNC) 2020-07-20
Wesco swallows a green pill, Thermo is in the right spot, SunRun sprinting its way towards ‘Deal of the Year’ (WCC, QGEN, RUN, SAN) 2020-07-17 3
Thermo flinches, Dorsey gets hacked, American and JetBlue start dating, Dell makes it official (TMO, TWTR, ABT, AAL, JBLU OLN, DELL, CLGX, SAM, TAP, Jeopardy) 2020-07-16 5
A new CEO comes out the faucet at Waters, Olin goes to its bullpen, Perrigo liking ‘dem apples,’ Tickers that start with "A" and end with "N" (WAT, OLN, PRGO, WCC, SIRI, HBI, HOG, AN, AIN, Jeopardy) 2020-07-15 5
DoJ now circling flooring specialist like a hawk, Softbank considers amputation, Herbalife “Dutch” has Carl’s name on it, Tyco PhD shows up at FMC (MHK, ARM, HLF, CLX, FMC) 2020-07-14 4

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