Summary:

In this special Berkshire edition episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a bidding war for the mortgage REIT Two Harbors and an accelerated stock buyback announcement by Five9 that represented 15% of the company’s market cap at announcement.


Chapters:

0:00 Introduction

2:32 The Bidding War for Two Harbours

9:39 Insider Purchases at SuRo Capital Pre-OpenAI IPO

21:07 Outro


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Check out The Special Situations Report here: https://www.thespecialsituationreport.com/


Keywords:

M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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