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Thursday, October 15, 2026· 985 stock ideas· 217 writers·
14,914 views· 7,121 clicks

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@AsifSuria 1 click

Asif Suria on X

Now that the Bumble $BMBL deal is confirmed, the key question is: when will this deal close? Usually we get an indication of that in the press release announcing the deal but that was not the case here. There is also something called the "outside date" that is specified in the merger agreement filed with the SEC and this is the drop dead date by which both parties expect to close the deal. Like most things in life, there are exceptions and outside dates often have extensions. In the case of Bumble, the outside date is July 12, 2027. Ithaca has also indicated that they don't plan to close before November 26, 2026. So we land somewhere between November 26, 2026 and July 12, 2027. The average time it takes deals to close based on about 15 years of our internal data tracking M&A is 120 days. Biotech deals generally tend to close much faster and the average there is closer to 90 days. Considering there doesn't appear to be shareholder, financing or antitrust risk here, I would not be surprised if this one closed in less than 90 days. Personally I would prefer that it close in 2027, so I don't have to think about short-term gains this year. Another situation I was involved in last year (the narcolepsy drug company Avadel), ended up closing just days before it would have turned into a long-term position for me and we ended up paying short-term capital gains on it. This is one of the issues with all cash deals that force a tax event for long-term shareholders.

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Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

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SRTA · long

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Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

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FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

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Nat Stewart - Stock Picking Newsletter 9 clicks

Is The Bond Market Running On Empty?

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WHAT ARE WE DOING? “Contrarians At The Gate” 1 click

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