Breaking Down The Walgreens Boots Alliance Acquisition

Mar 10, 2025

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

This week we discuss:

The latest twist in Danone's potential acquisition of Lifeway Foods (LWAY)
A new, significantly lower, offer for 23andMe (ME) by its CEO Anne Wojcicki (ME)
An update on QXO’s (QXO) hostile bid for Beacon Roofing Supply (BECN)
Howard Hughes (HHH) rejects Bill Ackman and Pershing Square Capital's offer
The acquisition of Chimerix (CMRX) by Jazz Pharmaceuticals (JAZZ) in an all cash deal
The massive $24 billion acquisition of Walgreens Boots Alliance (WBA) by Sycamore Partners
An insider purchase by a long-serving director of cybersecurity company Fortinet (FTNT)
An insider purchases at Park Hotels & Resorts (PK) by a director with significant real estate experience
Starboard Value's proxy war with consumer healthcare products company Kenvue (KVUE)
A double whammy with the CEOs of both Albertsons (ACI) and Kroger (KR) announcing their departure
A sudden departure of Green Plains' (GPRE) CEO Todd Becker

Transcript of Episode 9: Breaking Down The Walgreens Boots Alliance Acquisition

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