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InsideArbitrage October 2026 Mid-Month Update – A Bidding War For Mattel
One of the two spotlight ideas in our August 2026 Special Situations Newsletter was the dating app company Bumble (BMBL).
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Schneider Electric to Buy PTC for $23.7 Billion in Biggest-Ever Deal – Merger Arbitrage Mondays
France’s Schneider Electric entered into a merger agreement to acquire US software company PTC in a $23.70 billion deal, its biggest acquisition so far.
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Founder Of Borr Drilling Steps Up His Purchases
Insider Weekends
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The Special Situation Report #235: October 11 Roundup
Summary of the Week in Special Situations
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Will The Real Insiders Please Stand Up
Every Saturday afternoon, I get to do something I have really enjoyed doing for the last sixteen years.
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Authentic Brands Eyes Barbie-Maker Mattel After CEO Change – Merger Arbitrage Mondays
Authentic Brands approached Mattel about a potential takeover worth $6 billion or more, right after Mattel announced a CEO change.
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The Baker Brothers Return After Large Spike in Kodiak’s Stock Price
Insider Weekends
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The Special Situation Report #234: October 4 Roundup
Summary of the Week in Special Situations
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InsideArbitrage Special Situations Newsletter: October 2026
A $2 Trillion IPO
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September 2026

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