Archive for November, 2009
ISIS: Technical Analysis Case Study
This is a follow up to my post, “ISIS Pharmaceuticals breaches long term support.” As many of you may know, posts from this blog are often (though not always) syndicated on SeekingAlpha.com. In the case of my previous post on ISIS, I caught significant flack from the SeekingAlpha community. Among other things, I was accused [...]
read more »Arbitrage Opportunities in the Public Market
In my previous post on the Allied-Ares merger arbitrage opportunity, I introduced a topic which I realized I’ve never quite talked about here on The Curious Investor. As I intend this blog for both beginning investors and seasoned investors alike, here’s a run down on the concept of merger arbitrage.
What is arbitrage?
Rigorously speaking, arbitrage [...]
Ares Allied Merger Arb Opportunity
In my prior post, “Allied Capital Goes from Value Trap to Deep Value,” I made the point that the Ares/Allied acquisition created a potentially interesting merger arbitrage opportunity. As astutely pointed out by commenter BeauZeau at Seeking Alpha, the merger arbitrage opportunity is not quite as large as I portrayed.
In a classic merger arbitrage, the [...]
