Some quick thoughts on a bonkers SPAC earnings season
“Never, ever, think about something else when you should be thinking about the power of incentives.” - Charlie Munger
Andrew, as the "king of bumpitrage", what do you think about the Avast/NortonLifeLock merger? It is a strategic deal with a 3% spread plus the option that NLOK has to bump the offer. Avast is cheap anyway with low downside in my eyes.
Hey- thanks for highlighting but i haven't paid a ton of attention to it
What do you think of Topps? Great earnings growth this year. Not a typical SPAC. Merger is late August.
“Never, ever, think about something else when you should be thinking about the power of incentives.” - Charlie Munger
Andrew, as the "king of bumpitrage", what do you think about the Avast/NortonLifeLock merger? It is a strategic deal with a 3% spread plus the option that NLOK has to bump the offer. Avast is cheap anyway with low downside in my eyes.
Hey- thanks for highlighting but i haven't paid a ton of attention to it
What do you think of Topps? Great earnings growth this year. Not a typical SPAC. Merger is late August.