Tag: 13F
— 7 items —A second strike for Starboard…
June 15, 2012—Yesterday was a tough day for the poor folks at Starboard Ventures. Chances are you've already heard -- perhaps ad nauseum -- about them losing the vote at AOL's (AOL) board meeting in Boston. While AOL has yet to file the ...
Icahn scores on El Paso deal…
October 17, 2011—Whenever a big deal is announced, like yesterday's $21.1 billion acquisition by Kinder Morgan (KMI) of El Paso Corp. (EP), we like to go back and look at the filings and see what (if anything) they have to say. It ...
Fidelity scores on Caterpillar-Bucyrus M&A…
November 16, 2010—Yesterday, Bucyrus (BUCY) announced that it was being acquired by Caterpillar (CAT) in a deal valued at $8.6 billion. But far more interesting to us was this 13G that FMR LLC (that's Fidelity Investments) filed just last week disclosing that ...
Valinor scores on Gymboree deal…
October 14, 2010—After several weeks of rumors, Gymboree (GYMB) announced on Monday that it was being taken private by Bain Capital in a $1.8 billion deal. To be honest, we've been a fan of Gymboree ever since baby Soren was born. That's ...
Some good timing on Bowne…
February 25, 2010—On Tuesday, after the market closed, Bowne & Co. (BNE) announced that it was being acquired by RR Donnelly (RRD) for $481 million, or about $11.50 a share. Given that Bowne stock closed at $6.97 on Tuesday, there were no doubt some smiles ...
Neuberger Berman scores on Chattem deal
December 21, 2009—This morning, the big news in deal-land is that Sanofi-Aventis (SNY) is buying Chattem Inc. (CHTT) for around $1.9 billion or around $93.50 a share. Chattem, known for such brands as Icy-Hot and Gold Bond powder, saw its stock jump over 30% percent ...
On Harbinger and The New York Times…
May 18, 2009—For the past week, there's been all sorts of chatter that billionaire David Geffen is interested in buying The New York Times Co. (NYT). In this morning's paper, Times media columnist David Carr examines various scenarios. Most of the chatter ...




SIFTING THROUGH PUBLIC COMPANY FILINGS SO YOU DON'T HAVE TO.