Topic
m&a
Everything our editor has picked under this tag, best first.
activism Art Vivant (TYO 7523): Cheap Adjusted Net-Net at 11x PE Trading Below Failed ¥1,670 MBO Price as Activist Builds 40.13% Stake
Art Vivant trades below the failed ¥1,670 MBO price at 11x earnings as an activist builds a 40.13% stake.
Altay Capital - Mostly Value Investing
activism Nanocap Osaka Yuka Industry (4124): A Strategic Buyer Offered ¥3,201. An Activist Paid More to Stop the Deal. The stock trades at ¥2,746
Osaka Yuka Industry (4124) trades at ¥2,746 after a strategic buyer offered ¥3,201 per share, while an activist bought shares above the bid to oppose…
Altay Capital - Mostly Value Investing
m&a The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher offer.
Nat Stewart - Stock Picking Newsletter
NETC short 2026-04-28 consulting Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
Value Investors Club