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The time for the annual pilgrimage to Omaha to pay respects to the value investing GOAT at the 2026 Berkshire Hathaway Annual Meeting is drawing near. I plan to be there starting next Wednesday to reconnect with old friends and hopefully make a few new ones. I will also be signing copies of my book


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Merger Arbitrage


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Inventurus Knowledge Solutions, Inc. entered a merger agreement on April 23, 2026, to acquire TruBridge, Inc. (TBRG) in an all-cash deal valued at $557.27 million.

Deal Structure:

TruBridge shareholders will receive $26.25 in ...


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Merger Arbitrage


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Adobe (ADBE) announced a massive $25 billion stock buyback yesterday.

At the company’s market cap of $101 billion at announcement, the buyback represents nearly 25% of the company.

I checked our history of Adobe’s buyback announ...


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