Event-Driven Investing

Returns driven by a corporate event rather than the market: mergers, restructurings, litigation, index changes. Spin-offs are covered in their own entry.

8 books · 2 people behind it

Start here

  1. You Can Be a Stock Market GeniusJoel Greenblatt, 1997
  2. Merger MastersKate Welling, Mario Gabelli, 2018
  3. Creating Value Through Corporate RestructuringStuart C. Gilson, 2001

The people behind it 2

Each person holds a book in this entry or names it in their own tags.

Investors 2

JG
Joel Greenblatt1 book here
DL
Daniel Loebnamed in their tags

Books 8

Keith M. Moore · 1999 · Deal-by-deal mechanics of spread capture and break risk; distinct from Wyser-Pratte.
Stuart C. Gilson · 2001 · Harvard case book on bankruptcies, restructurings and forced asset sales.
Joseph Calandro · 2009 · Valuation applied case by case to specific corporate events.
Kate Welling, Mario Gabelli · 2018 · Interviews with risk arbitrageurs on spread discipline and deal breaks.
Guy P. Wyser-Pratte · 1982 · The early practitioner monograph, written when the field was small.
Thomas Kirchner · 2009 · Technical handbook on deal structures, financing risk and downside.