One of the two spotlight ideas in our August 2026 Special Situations Newsletter was the dating app company Bumble (BMBL). With a definitive merger announced this week, the position is now up over 109% in the model portfolio and I figured it would be fun to cover another potential deal situation. This is one that I took some time to warm up to but the mo…
InsideArbitrage October 2026 Mid-Month Update – A Bidding War For Mattel
