Event-Driven Research


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Title Date
Private Equity smells opportunity at Arconic, Ingredion with a third straight distasteful miss, what's the holdup at D&B? (ARNC, INGR, DNB, HON, ADS, PNC) 2018-07-16
Knock Knock Knocking on Northrop’s door, KAR special sit is aging nicely, Delta captain starting to hear complaints from the main cabin (NOC, KAR, NUAN, DAL, EPC, AVA) 2018-07-13
Colgate buyers are on the clock, Broadcom throws a nasty curveball, P2 playing deal-maker again, a pizza deal Ayn Rand could applaud (CL, AVGO, ACHC, PZZA, GCP, CARS) 2018-07-12
Keeping an eye on Walmart’s trip to St. Louis, Dunkin won’t be JAB’s next conquest, Stryker promotion smells funny (CNC, DNKN, SYK, AVY, DVMT, KKR) 2018-07-11
CEO Help Wanted List, a clean sweep at Lowe's, Anadarko now hooked on buybacks, more recommendations for Nuance (ADNT, ATHN, CPB, CNI, CNHI, CVLT, DNB, EQT, HAIN, INTC, LULU, THC, LOW, APC, NUAN, LHO, PANW) 2018-07-10
A new headwind for Centene to navigate, another U.S. company comes up empty in Europe, new Nuance CEO is pressed to shrink (CNC, SATS, NUAN, AKRX, JWN) 2018-07-09
Smucker’s investors are drinking the soup, Mylan gets off easier this year, Travelport finally sees twenty, Freshpet has a case of the zoomies (SJM, MYL, OTEX, TVPT, FRPT) 2018-07-06
Second thoughts for Lazard?, the road ahead for a Swedish SpinCo, Icahn buying more Energen, Interpublic deal fails to excite (LAZ, VNE, EGN, DVMT, IPG, BG, OSK ) 2018-07-05
Third Point tries for the “backside 360” at Campbell Soup, activism and family values, Icahn grumbling at Dell, KKR breaks nicely (CPB, DVMT, KKR, WCC, WYNN, WWE) 2018-07-03
Dorman throws Icahn another TD pass, Novartis surgery will free it from its contact lenses, Nestle feeling additional heat, Interpublic’s Roth still going strong (DVMT, NVS, NESN, IPG, URI, PF, MSG, NUAN) 2018-07-02
Intel loses its deal-maker, an opening for Stanley to pivot, seeing some WEB appeal in Travelport (INTC, SWK, TVPT, XRX) 2018-06-22
CNH breakup idea is getting beaned, can't ignore KKR's C-corp lift, steady as she goes at HD Supply, now in "extra time" at Casey's (CNHI, KKR, HDS, CASY, BMS, IP, AKZO) 2018-06-21
Starbucks playing defense ahead of Hall of Famer's departure, Starboard deal at Mellanox wins points for creativity, KAR math looking better, Xerox bottoming out (SBUX, MLNX, SRCL, KAR, XRX, COTV, PBCT) 2018-06-20
Humana strikes deal with a different pharmacist, DG not hostile to a FDO deal, focusing on PE interest in treatment centers, is PCG a fit for Buffett? (HUM, DLTR, ACHC, IVZ, FCE.A, LHO, MYL, PCG) 2018-06-19
Wondering where smoke at BioMarin came from, Campbell Soup warming up, GM prepping investors for a special move, Starboard not ready to leave Mellanox alone (ABBV, CPB, GM, MLNX, BOKF, ) 2018-06-18
No more guessing at Lyondell, breakup watch at HD Supply, most interesting storyline at AMC since Mad Men (LYB, HDS, AMCX, JBLU, MD) 2018-06-15
Headwind to Mylan payoff stiffens, new Allergan director is a familiar face, new Zimmer CEO is a diversifier, checking in on Allegheny (MYL, AGN, ZBH, ATI, NYCB, CNC) 2018-06-14
Stryker high-tails out of Boston, Ackman gets in a question at ADP, AbbVie throws some M&A numbers on the table, new H&R Block CEO blindsides his investors (SYK, BSX, ADP, ABBV, HRB, MDT, CASY, NWL, CPB) 2018-06-13
Two MedTech cruiserweights looking to Stryke a deal, ADP pays the Bill, watching for Tenet to tweak its script, a rollercoaster ride for a couple of REIT deals (BSX, SYK, ADP, THC, LHO, QCP, MRC, ESL) 2018-06-12
Elliott and Bluescape looking for more magic in San Diego, Envision finally comes off the board, Workday gets to work, Adient makes a pitching change (SRE, EVHC, MD, HUM, USG, WDAY, COMM, FLT, NYCB) 2018-06-11

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