Posted On February 20, 2018
Late last year I posted a two part idea (part 1 and part 2) on the YUME / RTHM (disclosure: long) merger arbitrage. The merger closed earlier this month and I’ve got a few new thoughts so I wanted to do an update post. This update will focus on two things: first, some new fundamental […]
Posted On December 29, 2017
This post is a continuation of yesterday’s post on Yume (disclosure: long). Yume represents idea 3 in my 3 part “Christmas present” series. You can find part 1 (DVMT; disclosure: long) here and part 2 (HRG; disclosure: long) here. In yesterday’s post, I left a bit of a cliffhanger in the section on deal close. […]
Posted On December 28, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but unfortunately decided not to present one due to illiquidity) of my favorite […]
Posted On February 24, 2017
After years of mismanagement, activists have seized control of YuMe. Now they’re cutting costs like crazy and running a strategic process. While there’s significant potential upside, the market seems to be implying YuMe and its peers are in deep, deep trouble. YuMe (YUME; disclosure: long) is a fascinating situation. After being run as a piggy […]
Posted On February 24, 2017
After years of mismanagement, activists have seized control of YuMe. Now they’re cutting costs like crazy and running a strategic process. While there’s significant potential upside, the market seems to be implying YuMe and its peers are in deep, deep trouble. YuMe (YUME; disclosure: long) is a fascinating situation. After being run as a piggy […]
