A Potential Bidding War for Guess

Apr 28, 2025

Episode 16 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

This week we discuss:

A potential new acquirer for Guess (GES), setting things up for a bidding war
The amendment of the Acelryin (SLRN) and Alumis (ALMS) merger agreement with a higher offer for Acelryin
The Discover Financial Services (DFS) and Capital One (COF) deal sprinting to the finish line
A new $2 billion deal by Columbia Banking System (COLB) for Pacific Premier Bancorp (PPBI)
ABB Group’s decision to spin off its robotics division
Alphabet’s (GOOG) announcement of a $70 billion stock buyback for the fourth year in a row
Large stock buyback announcements by Equifax (EFX), Medpace (MEDP), Pacira Biosciences (PCRX) and United Rentals (URI)
Insider buying by a Director of Lindblad Expedition Holdings (LIND) who happens to be Meta’s CMO
H Partners new presentation about Harley-Davidson (HOG)
Carl Icahn’s 34% stake in Bausch Health (BHC)
Management changes at Match Group (MTCH) with the departure of its CTO and Chief Product Officer

Transcript of Episode 16: A Potential Bidding War for Guess

Full transcript of the episode can be found here on InsideArbitrage.