Merger Arb

LNSR Terminates Deal - Is It Worth More Than the $14/Share?

A quick walkthrough on the math post-deal break, and could LNSR still be compelling as a standalone company?

Bunch of Quick Earnings Updates - Part II: (REAL, KITS, SNWV, LNSR)

Going over earnings and our thoughts given updated information

Why We're Excited About These New Situations: LNSR, PRPL, and LE

An update on DKS/FL, LNSR and new ideas for PRPL and LE

A Bunch of Quick Position Updates

SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS

M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

The asymmetric opportunity after the DKS sell-off last week

A Few Updates and Two Pitches

Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.

M&A Arb: Betting Against Soho House (SHCO)

Why we speculate that the take private deal won't go through

Judge Favors FTC: Update on TPR Takeover of CPRI

Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update

Looking at the most recent documents leading up to the

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

Rebuttals against core complaints, backed by data and research

M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

What's taking so long for the deal to close (or not)?

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)