Summary:
In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the data protection software company Commvault Systems by Thoma Bravo, a stock buyback announcement by the apparel retailer Lands’ End, a unique insider purchase by the CEO of the health insurance company Oscar Health, and activist involvement in potato products company Lamb Weston.
Chapters:
0:00 Introduction
1:20 Thoma Bravo and Other Acquirers Eye Commvault Systems
6:41 Lands’ End Announces a $100M Buyback Following a Tender Offer
11:37 CEO of Oscar Health Buys $12M of Stock Amidst ACA Coverage Concerns
22:10 Starboard Value and JANA Partners Get Involved With Lamb Weston
28:17 Outro
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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
