If you’re unaware of the $EPIX debacle, it’s a good example of how markets in small-caps can be completely wrong for many reasons. Here’s the Matt Lavine article (it was so bad it even reached mainstream finance media😅) — worth a look. bloomberg.com/opinion/newsle…

New idea on SSI: A merger with a 15% spread. A large PE firm has made a bid, and management is currently reviewing the offer. Several factors suggest the company will ultimately be sold.

$QIPT has intrigued me for a while now. The activist/takeover sage has resumed yet again. Forager (10% holder) has returned with yet another offer. It’s essentially the same as their May proposal but without the one-week “take it or leave it” condition. The bid is non-binding at

some interesting thoughts here👇

The saga with the monetization of Fortegra over at $TIPT might finally be coming to an end, with potential upside of 20%+ in a sale scenario. Rumors circulated that South Korean insurance company DB Insurance was negotiating a potential deal with TIPT for Fortegra. This was

Very interesting development at $TASK. Think Investments (20% owner) has just filed a 13D along with a public letter opposing Blackstone’s bid. They argue that the fair value of the stock is closer to $25/share versus the current $16.5/share offer. The activist also notes that

Nice thread, with interesting follows👇

Bradley Radoff continues to buy up $INVE shares and now owns 9.8% of the stock. For the first time, the activist has clearly communicated their view on the path forward. While not offering much detail, Radoff noted that the company would be better suited in private hands and

Interesting setup on $PXHI. Worth a look👇