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US Event-Driven

US Event-Driven
US event-driven, risk-arb & special-sits

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bullishAppLovin
22 Nov 2024 13:59

S&P500 December 2024 Forecasts: APP, APO and TPL Leading the Pack

Texas Pacific Land (TPL) - the top migration candidate - has been announced as an addition to S&P500 prior to the quarterly review as it is...

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bearishTuya Inc
21 Nov 2024 22:17

Tuya Inc (TUYA US/2391 HK): Third Listing A Charm? Not So Fast ...

This Temasek-led development will have a marginal impact on Tuya. And Temasek-held vehicles on the SGX are already aplenty. Unless you have strong...

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20 Nov 2024 18:27

Quiddity Leaderboard S&P 500 Dec 24: APP, APO, and TPL May Be ADDs, Watch SP600 DELs

The S&P500/400/600 Dec24 review will be announced in just over 10 days. There is an intra-review change in SP600 first, and perhaps a few more in...

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20 Nov 2024 10:11

Amcor Ltd/Berry Global: Packing Them In

This looks done. IF you can take down borrow cheaply on Amcor, look to set up a long/short here.  Bear in mind the divvies from both sides.

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bullishGalaxy Gaming
18 Nov 2024 11:53

SSI Weekly: Galaxy Gaming Acquisition and Other Portfolio Updates

Galaxy Gaming is being acquired by Evolution AB for $3.20/share, with a 17% spread and minimal regulatory hurdles. Other updates follow.

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