Anyone have a view on when/if the $MRDB $0.55/share TO from K1 is launched?

Quick reminder after listening/reading Q2 letters, the average investor owns the market cap weighted index not the equal weight

I’m back to getting ThinkEquity cold calls, animal spirits are heating up

I challenge anyone leading a reoccurring meeting with over 100 people on it to not comment on how fast the year is progressing, probably impossible.

Steel Connect $STCN, which owns about 9.8% of the outstanding shares of DMC Global $BOOM, issued a public letter to DMC’s Board. 💡Steel Connect reiterated its May 30th proposal to acquire the remaining shares of DMC at $16.50 per share in cash. 💡As an alternative to a full

A couple days late on this, but if ESL really thought $LE is worth $90 in 5 years, why not take it private himself and execute his plan to grow sales by 50% (sales have largely been flat the last 5 years)? Odd letter, but somewhat interesting situation.

$RHLD will be latest to attempt the external manager model, at least here the Cote family swapped their Class B for A in CMPO before doing the transaction giving all shareholders a piece of RHLD, Ackman should take note

Sugarman sneaking in a fee increase into today's $STHO 8-K

Any bank investors have an opinion on $MCHB, Ford Financial Group or Gerald J Ford?

$BBXIA using a 4-day old crisis as an excuse to go dark, classic Levan move

Today Marlton formally nominated four highly qualified, independent directors to the $TURN Board. It’s time for accountability and change. Full release: prnewswire.com/news-releases/… #CorporateGovernance #ShareholderRights

Anyone out there looking at the $TURN deal? I'm confused by MLC, misc assets of BCP's credit platform? Don't know why it exists, BCP and management don't own much of MLC, why bother with the separate entity?