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Returning to the Chat With Traders podcast, Harvest Lane Asset Management CIO Luke Cummings details the fund’s core strategy for trading M&A.
Luke evaluates public offerings when they first hit the market, initiates positions, monitors news streams, and finally when a change of control occurs (or a deal fails to close). A step-by-step guide on how to record a profit or loss. finished! )
Topic and Timestamp:
Note: Exact time depends on current ad.
- 01:55 – Acquisition announcement evaluation
- 06:50 – Binding and non-binding
- 14:40 – Major Shareholders
- 24:15 – Follow the story
- 30:55 – Bid price (premium)
- 38:45 – Trading Terms
- 48:20 – Position start (entry)
- 52:40 – Price Drift
- 1:01:35 – major milestone
- 1:05:00 – Corporate Law
- 1:10:30 – Record profit and loss (end)
- 1:14:00 – Bidding War
Luke Cummings: Chief Investment Officer, Harvest Lane Asset Management.