Massive Insider Sales at JPMorgan and Competing M&A Bids
The Special Situations Report Podcast Episode 7
The seventh episode of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.
This week we discuss:
Bill Ackman and Pershing Square’s updated offer for Howard Hughes (HHH)
Herc Holdings’ superior proposal for H&E Equipment Services (HEES)
Concentra Biosciences’ higher offer for Acelyrin (SLRN), which includes a CVR
Carlyle and SK Capital Partners’ $3 per share in cash offer for Bluebird Bio (BLUE), which includes an “upside down” CVR
Shift4Payments’ (FOUR) all cash deal worth $2.5 billion for Global Blue (GB)
The spinoff of Millrose Properties (MRP) from the homebuilder Lennar (LEN)
Analog Devices’ (ADI) massive $10 billion stock buyback announcement
Unum Group’s (UNM) $1 billion share repurchase announcement representing 7% of its market cap
Buyback announcements by Valmont Industries’ (VMI), Icon (ICLR) and GXO Logistics (GXO)
Insider selling by multiple insiders of JPMorgan Chase (JPM) including by Jamie Dimon
Insider buying by the Chief Medical Officer of the pharmaceutical giant Bristol-Myers Squibb (BMY)
The CEO of Diamondback Energy (FANG) stepping down after more than 13 years at the helm
The CEO of Transocean (RIG) planning his departure this summer
Sudden departure of the General Counsel at AMC Entertainment Holdings (AMC)
Transcript of Episode 7: Massive Insider Sales at JPMorgan and Competing M&A Bids
Full transcript of the episode can be found here on InsideArbitrage.