The Buyside Desk

Lam Research is a Great Company. Is it also a Great Stock at $347?

We built a 20-year DCF on ten years of 10-K data. The share price only works if Lam grows faster than its own history and interest rates fall

Oct 7 • The Buyside Desk

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September 2026

Worse than Covid: 2026 on track to be the worst in 12 years for M&A

2026 M&A deal count shows major downturn in deal activity, with the worst carnage in the mid-market

Sep 29 • The Buyside Desk

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Global M&A Data - August 2026

Every M&A deal that moved markets in August 2026; including worldwide mid-market coverage

Sep 18 • The Buyside Desk

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June 2026

10 M&A Rumors You Should Be Watching

May 2026 Global M&A Tracker - Deal Rumors

Jun 6 • The Buyside Desk

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May 2026 Global M&A Deal Tracker

Every deal that moved markets last month in one editable Excel file

Jun 6 • The Buyside Desk

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May 2026

[Apr 2026] Global M&A Deal Tracker (Excel)

Every deal that moved markets last month in one editable Excel file

May 9 • The Buyside Desk

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The $1 Billion standoff: Forager Capital vs. Repay Holdings

A take-private bid, a poison pill, a boardroom rejection, and a proxy fight — inside one of fintech's most contested deals of 2026

May 6 • The Buyside Desk

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The Senior Preferred has been paid back. When will Treasury admit it?

Will the Trump administration actually reverse the Net Worth Sweep and admit Fannie Mae ($FNMA) and Freddie Mac ($FMCC) have repaid their bailout…

May 5 • The Buyside Desk

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The Global M&A Landscape: Q1 2026 in Review

Four months of mega-deals, AI land grabs, and a mining saga that won't quit

May 3 • The Buyside Desk

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Huge changes are coming for Fannie Mae & Freddie Mac

The ERCF is about to change, and if the SPS is deemed repaid then both GSEs are ready to exit conservatorship almost immediately

May 1 • The Buyside Desk

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April 2026

M&A Rumors - Week 16, 2026

Global M&A Intelligence and deal tracker

Apr 25 • The Buyside Desk

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13:21

March 2026

Prudential Financial (NYSE: PRU): The Rock is on Sale

Prudential trades at just 0.92x Adj. Book Value with sustainable 14.9% ROE expansion, PGIM alternatives momentum, rate tailwinds, and a reliable 6…

Mar 31 • The Buyside Desk

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