Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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The Market's Role in Merger Arbitrage
It's common in event land where you'll see something that's got a rocky arbitrage or even just a normal arbitrage. The question is really the shareholder base now, is it mostly people who I believe is in some commotion and are waiting either for their $107 or for the company to continue as a standalone. So I'm torn between thinking that the stock has already dropped. That this is the price that the market thinks it deserves the deal breaks. But buying one half month and three hours, I mean, I can't tell you what to buy. I know that now the price is too attractive, so think over it now.
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