RE: Artisan Partners - "The very, very large US fund"?6 Jan 2022 14:24
Hi Dumb (still on Pensana board whilst owning no shares by the way)
Betaville is a £12k a year service that provides merger and acquisition talk and is extremely reputable - look at the date of their piece on Informa (INF if you don't know it) and then subsequent move intra-day as soon as they posted it, because algos and funds watch what they post.
Have also called CERNER in the US takeover correctly, spoke about MGGT many times before the take over, and also called Codemasters and Telit deals much before they were announced.
But of course you wouldn't know about them, because you sit on this board 24/7 whilst being invested in SNG and Rolls Royce and other shares.