Quick trade idea: Tiptree
3 months ago
Triple S Special Situations Investing
"TIPT: DB Insurance acquiring Fortegra for $1.65B cash. Tiptree owns ~70% stake. After 20% tax & adding holdco value minus debt, implies $26.33/share vs current $20 price. ~32% upside on deal close. Fortegra is TIPT's primary asset (90% revenue)."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Quick trade idea: Tiptree
Source:
Triple S Special Situations Investing
Published:
September 26, 2025
Idea Type:
Stock Idea