Event-Driven Research


Title Date Pages
Peltz out to build a new heavyweight in asset management, Window opens at Valvoline, Bed & Bath now in the mix for two year-end awards (IVZ, JHG, VVV, TSLA, BBBY) 2020-10-02 4
NextEra’s Robo-cop puts Duke idea in the cuffs, Athene makes move on its Iowa neighbor, Edwards Era over at CommScope, Solar names heating up with Biden (NEE, ATH, COMM, AXTA, NOVA, FTDR) 2020-10-01 4
NextEra out to prove it can win at Duke, Pom-Pom sighting at Elanco, Two-month warning sounds at Synnex, Covestro’s Apollo odds take a dive (NEE, DUK, ELAN, SNX, CZR, 1COV-DE, NOVA) 2020-09-30 4
Nice round of applause for Monday’s deal-makers, Ferguson story chugs along with a slight tweak, Ironwood develops a case of indigestion (Monday Dealmakers, FERG, ACHC, IRWD) 2020-09-29 3
Oil patch trying to atone through consolidation, Caesars makes its way to the top of an online Hill, Where does “Global” fit in at CDK? (DVN, WPX, CZR, CDK, CLF) 2020-09-28 4
Six and a half questions for Apollo, SPAC crowd cool on big mortgage deal, When will we hear from Ergen again at EchoStar? (APO, GHIV, SATS, ACIW) 2020-09-25 4
PENN cashes in some chips after epic roll, Upset winner in the Broadcasting M&A “pick em” game, Albemarle gets Elon-Gated, Irony alert at the Garden (PENN, SSP, ALB, FE, SRE, CMCSA, MSGS) 2020-09-24 5
Split talk now conversational at Western Digital, Alec Gores is officially the SPAC King, Athenahealth tag-team is back in the wrestling ring, Twitter giving off eBay vibes (WDC, SPAC Talk, TWTR, CUB, AIV) 2020-09-23 4
“The Cable Guy” now playing at Trian, Howard Hughes seen switching laynes, CoreLogic keeps pushing for a higher multiple, DaVita finally hits Wechsler’s price target (CMCSA, HHC, CLGX, DVA, CUB) 2020-09-22 4
Affordable Care Act now in ICU, Nikola founder yanked in the second inning, negative market check doesn’t stop Illumina, Elliott goes “Cubbing” in California (CNC, NKLA, ILMN, CUB, Tiktok) 2020-09-21 4
Illumina’s search for the Holy “GRAIL” turns ugly, Domtar close to checking an important box, four water updates to sip on, PENN’s $7bn winner puts it in the $10bn Club (ILMN, CCI, UFS, APO, PNR, XYL, AOS, PRMW, PENN) 2020-09-18 4
Syneos comes off the board, Apollo sale accelerates ADT’s round trip, no signs of stress at Sealed Air, Pacific Biosciences gets to eight bucks on its own (SYNH, ADT, FSLR, SEE, BHC, PACB) 2020-09-17 4
Kansas City train scooper is now pushing Alexion, DXC finds the finish line, four-year honeymoon is over at JCI, small hiccup ruins Elanco's day (ALXN, DXC, JCI, ELAN, CI, AMCX, ROP) 2020-09-16
Burlington Northern changeup weakens Kansas City thought, changing the channel at Sirius, deadline day at Nutanix, Nikola needs a timeout (KSU, SIRI, DVA, NTNX, PNR, ATGE, NKLA) 2020-09-15
Gilead wins its own "Immunity Challenge," NVIDIA's biceps are looking huge, Back to school sale at Laureate rolls on, Verizon shores up its value flank (GILD, NVDAM LAUR, VZ, AIV, CLGX, NAV, NLOK) 2020-09-14
LKQ pledges allegiance to investment grade, Hologic spits on Abbott's saliva test, Kroger's defense looks sound, Now watching for locusts in Portland (LKQ, HOLX, KR, PRSP, NAV, POR) 2020-09-10
Glass shatters at Citi, the 208 train leaving Kansas City is empty, ACI Worldwide fumbles the ball, does Pure Storage have something to worry about? (C, KSU, ACIW, MD, AEO, HUBB, PSTG, CVX) 2020-09-10 5
There is still space on the “table” at GM, CoreLogic finds its way back to 65, Tiffany is getting the Danone treatment, new Davita director has an M&A hat trick on his resume (GM, CLGX, TIF, CLDR, DVA, SNX) 2020-09-09 5
GM makes room at its table for an electric high-flyer, Rachesky being Rachesky, Lagging chipmaker enters a treacherous period, Eyeing Verint as split gets closer (GM, NAV, ON, UHS, AVGO, TSLA, VRNT) 2020-09-08
Ground control losses sight of Gap idea, an interesting night at Nutanix, Peltz sticks with Procter, Abbott does a Daniel Day-Lewis impression (GPS, NTNX, PG, KO, ABT, DLTR) 2020-08-28 4

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