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[Premium] Sufficient M&A Signal?

Blending old-fashioned governance analysis with "quantamental" analysis

Aug 24 •

Illumina: Unidentified Financing Operation?

Exploring the mysteries of the Milky Way (Investments Group), Helix, and beyond

Aug 22 •

Illumina: Discloses SEC Investigation

As regulators investigate Grail, the "missing link" might be Helix Holdings I, LLC

Aug 15 •

[Premium] The Stock Gift Rabbit-Hole

Digging for investment signals in the mechanics of estate and tax planning

Aug 12 •

[Premium] Deal Observations

Takeaways on a recently announced deal

Aug 1 •

July 2023

Illumina: SEC's Proxy Fight Review

"Good luck with your regulations, SEC. I hope your comment letters go really well."

Jul 28 •

[Premium] The Finish Line

Sprinting to a deal, or more hurdles to contend with?

Jul 17 •

Shift4: The Orca in the Room

Exploring the issues flagged in Blue Orca's short report

Jul 12 •

[Premium] Charitable Liability

Examining potential signals in a stock donation

Jul 7 •

June 2023

[Premium] Transferring Money Assets

Are governance disclosures signaling a future transaction?

Jun 27 •

Illumina: CEO Abruptly Resigns

What triggered Francis deSouza's resignation?

Jun 14 •

[Premium] Illumina: The Calm Before the Storm

Carl Icahn Wins a Board Seat

Jun 7 •

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