Insider Purchase at Micron & Potential Deals at Eli Lilly
The Special Situations Report Episode 50
Episode 50 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.
Following the kick off of the new season of our podcast last week with Gary Heffernan discussing the battle for Warner Bros. Discovery (WBD), we are back to our regular programming with Tamanna and I discussing five key special situations stories including:
A potential acquisition of oil & gas fracking company Coterra (CTRA) by Devon Energy (DVN)
Two back-to-back acquisitions by Eli Lilly (LLY)
A $2 billion stock buyback announcement by SaaS company Veeva Systems (VEEV)
A fascinating insider purchase of Micron Technology (MU) by the former CEO of TSMC
Management changes at Under Armour (UA), which incidentally also saw insider buying by Prem Watsa.
Voluntary Disclosure: I hold long positions in Micron, Western Digital, Fairfax Financial and TaskUs.
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