The creator recounts a past situation where a company named XYZ was taken out at a 30% premium, but they were not happy as they believed it was not full value for investors long-term.
Source Post
The Hidden Threat of Low-Ball Takeover Bids for Cheap Value Stocks | Mark Cooper
Sep 19, 2026
The creator discusses how passive investing and momentum have changed the market, making it harder for value investors to buy positions at attractive entry points. They also express concern about low-ball takeover bids for undervalued companies, which they refer to as "running takeunders," where buyers acquire businesses at short-term premiums that don't reflect their long-term intrinsic value. The creator advocates for making it harder for companies to be taken out too cheaply.
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