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.
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.
What do you think of Topps? Great earnings growth this year. Not a typical SPAC. Merger is late August.