Matt Levine

speaker

4,268 appearances 11 recordings 1 series first heard Jun 2026 last heard 4d ago

Matt Levine’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Money Stuff: The Podcast · No Kiddie Pool · 31 Jul 2026 podcast

And also not what they had previously said in the merger proxy. voice-verified

They were like, you'll get the consideration at the merger closing. voice-verified

But they put out this press release and people believed it, including NASDAQ, which told traders you need to own it by Friday, July 10th to get the CVR. voice-verified

And so on July 13th, the stock traded down. voice-verified

Basically, it traded down. voice-verified

It didn't trade to 39. voice-verified

Some people thought, no, this is wrong. voice-verified

I will get the CVR. voice-verified

So it traded like 40 bucks. voice-verified

But a lot of people did a trade where you would buy the stock on Friday. voice-verified

You would get the CVR and you'd sell the stock on Monday thinking that you would keep the CVR because the record date was different from the merger closing date. voice-verified

And then like two days after the merger closed, they put out a shameful press release saying, nope, never mind. voice-verified

We're not using the record date. voice-verified

This was all wrong. voice-verified

Like mergers close when they close. voice-verified

And sorry about that. voice-verified

So I've heard from people who like did this trade and were sort of laying low because they worried that the company would take the CVR away from them. voice-verified

But that appears to have got it. voice-verified

They appear to have got it. voice-verified

I don't really know. voice-verified

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