299: Merger Arbitrage Opportunities & Matterport Acquisition
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 20 June 2024
⏱️ 62 minutes
🧾️ Download transcript
Summary
In this episode, we are discussing merger arbitrage opportunities, specifically on a stock that Sam & Derek personally own. We've been talking about Matterport since the metaverse series in 2021, and finally the stock had some life pumped back into it after a takeover offer from CoStar Group in April. Is this a good opportunity to jump in on the deal? We discuss with guest Collin Brantmeyer from the Motely Fool. Then Sam and Derek put in place plans on how they'll try and take advantage of this potential win from a stock that's been a major dog in the portfolio.
Discussed:
- Collin Brantmeyer's Article on Matterport Arbitrage in the Motley Fool
- Matterport Press Release on CoStar Buyout Offer
- Death of a Car Salesman Novel by Collin Brantmeyer
Where we are:
- Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
- Sam Marks - Barcelona, Spain / IG @sammarks12
- Derek – Los Angeles, USA / IG @DerekRadio
Sponsor:
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Time Stamp:
- 00:20 - Sam & Derek Intro
- 07:50 - Interview with Collin Begins
- 15:14 - Structure of the Matterport Deal
- 20:30 - Merger Tax Implications for the Investor
- 38:50 - How Sam & Derek will move on Matterport
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Transcript
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| 0:00.0 | Welcome to the Invest Like a Boss podcast. I'm Sam Marks. I'm Derek Sparts. And I'm Johnny FD. We're self-made |
| 0:06.4 | entrepreneurs who invest our own money and use modern technology to invest like a boss. Join us each week |
| 0:10.9 | for exclusive interviews with our network of modern investors, business owners, and multimillionaires |
| 0:15.1 | to discover new ways to invest our hard-earned cash. |
| 0:20.0 | Your bosses, we are back. |
| 0:21.5 | Episode 299, one shy of the Mega Milestone 300. |
| 0:28.2 | This is Sam. |
| 0:28.9 | I'm sitting here cozy in Barcelona with a glass of Verdejo, |
| 0:35.4 | classic white grape from Spain. |
| 0:38.1 | And I got my brother, Derek, sitting in San Diego. |
| 0:42.7 | I just talked to my sister in Los Angeles. |
| 0:45.7 | I was going to ask you what you were drinking, Sam, |
| 0:49.1 | because it looks like something that you normally wouldn't drink. |
| 0:52.0 | You seem like a red guy, but you pulled out the white. |
| 0:54.9 | My parents are in town, so we've just beat the red wines to death over the last week. |
| 1:00.0 | So just mixing it up a little bit. |
| 1:01.4 | Something a little fruity and floral to bring in the end of spring and early summer over here. |
| 1:06.5 | Very nice. |
| 1:07.0 | And we're actually recording this on Father's Day. |
| 1:08.9 | So happy Father's Day to all the ILab people. This will be out a few days later. Yes. But this is an episode I want to jump into because I know it affects me financially. And as far as I know, it's going to affect you financially, Sam, as well. Because I think you're still holding this stock. We're going to talk about Matterport. Well, not only Matterport. What I'm |
| 1:28.1 | more excited about the Matterport, we're going to talk about merger arbitrage, which is something that's |
| 1:33.6 | probably not on everybody's mind, but it's actually a big investment opportunity. And there's some people |
... |
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