Weekly Update (ABB, MEDXF, LION)
April 17, 2025, ABB Ltd (ABB) announced its intention to spin off its entire robotics division. The robotics unit, recognized as the world’s second...
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Reviewing the Demerger Arbitrage Setup for Continental AG
Continental AG (XTRA: CON) has been high on my watch list for the past 3 months. Why? Because Continental is going to be spinning off its auto...
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Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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Weekly Update (HAVAS, ANGI)
This week, IAC Inc (IAC) spun off Angi Inc (ANGI). The first day of trading was April 1st. Angi operates the largest digital marketplace for home...
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[Alert] Sell Howard Hughes (HHH)
Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS). Howard Hughes remains an attractive...
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