Monthly Archives: June 2020

Co-portfolio manager Roy Behren explains why perceived regulatory risk may be negatively weighing on Fitbit’s share price in Max Cherney’s Barron’s piece, “With Google Deal in Doubt, Fitbit’s Stock Looks Cheap.”

There are still about $200 billion of pending U.S. mergers set to close, says co-portfolio manager Roy Behren. Read more of his insight in Andrew Bary’s Barron’s piece, “Merger Arbs Are Confident Despite Whispers on Tiffany Deal.”

Although the mall sector has felt the negative effects of the pandemic, co-portfolio manager Roy Behren believes the Simon Property Group – Taubman Centers merger agreement is extremely tight, making the deal less likely to fall apart. Watch his segment on CNBC Fast Money where he discusses further.

Managing member and co-portfolio manager Roy Behren shares his current stance on Simon Property Group’s acquisition of Taubman Centers with Wall Street Journal’s Julie Steinberg and Ben Dummett in the piece, “Short the Target: The Specialist Funds Betting M&A Deals Won’t Close.”