Thanks to visit codestin.com
Credit goes to nicoper.substack.com
Nicoper’s Notes
Subscribe
Sign in
Home
Notes
SeekingAlpha articles
Archive
About
31. BFF Bank: A Scenario
Late night thought turned into a note and speculation on near term future. I view it as a special situation, but it can develop beyond that.
Nov 7, 2025
•
Nicoper's Notes
Codestin Search App
3
Codestin Search App
1
Codestin Search App
1
30. Lennar Corporation exchange of shares for Millrose Properties
Short (and long). Actionable.
Oct 14, 2025
•
Nicoper's Notes
Codestin Search App
4
Codestin Search App
1
Codestin Search App
3
29. Portfolio updates - July 2025
It was vacation season.
Aug 13, 2025
•
Nicoper's Notes
Codestin Search App
12
Codestin Search App
10
Codestin Search App
1
Most Popular
View all
17. Pinetree Holding: Special situations vehicle of Leonard family
Apr 17, 2024
•
Nicoper's Notes
Codestin Search App
23
Codestin Search App
17
Codestin Search App
2
13. Topicus - Value shortcut
Nov 21, 2023
•
Nicoper's Notes
Codestin Search App
20
Codestin Search App
7
Codestin Search App
2
25. Pinetree: FY 2024
Mar 4, 2025
•
Nicoper's Notes
Codestin Search App
7
Codestin Search App
Codestin Search App
1
11. Mader Group: First Note
Aug 3, 2023
•
Nicoper's Notes
Codestin Search App
18
Codestin Search App
8
Codestin Search App
1
7. Markel Corporation: Drivers of value
Oct 2, 2022
•
Nicoper's Notes
Codestin Search App
16
Codestin Search App
15
Codestin Search App
1
22. Own portfolio updates - November 2024
Nov 28, 2024
•
Nicoper's Notes
Codestin Search App
17
Codestin Search App
4
Codestin Search App
1
Latest
Top
Discussions
28. Portfolio updates - May 2025
Overview of my portfolio activities for past two months
Jun 1, 2025
•
Nicoper's Notes
Codestin Search App
15
Codestin Search App
Codestin Search App
1
27. Urban Logistics acquisition by LondonMetric Property PLC
M&A spread opportunity
May 19, 2025
•
Nicoper's Notes
Codestin Search App
3
Codestin Search App
1
Codestin Search App
1
26. Portfolio Updates - March 2025
Overview of my portfolio activities for past two months
Mar 29, 2025
•
Nicoper's Notes
Codestin Search App
11
Codestin Search App
2
Codestin Search App
25. Pinetree: FY 2024
Pinetree valuations. Article is paywalled until I make some decisions. If you had investment exchanges with me, and subscription is too much for you…
Mar 4, 2025
•
Nicoper's Notes
Codestin Search App
7
Codestin Search App
Codestin Search App
1
24. Portfolio updates - January 2025
Overview of my portfolio activities for past two months
Jan 29, 2025
•
Nicoper's Notes
Codestin Search App
14
Codestin Search App
2
Codestin Search App
1
23. Penneo AS acquisition by Visma
Risky speculation, and not a merger arbitrage.
Jan 2, 2025
•
Nicoper's Notes
Codestin Search App
4
Codestin Search App
2
Codestin Search App
3
22. Own portfolio updates - November 2024
Overview of my portfolio activities for past 2 months
Nov 28, 2024
•
Nicoper's Notes
Codestin Search App
17
Codestin Search App
4
Codestin Search App
1
See all
Nicoper’s Notes
Investment and valuation through a transparent process.
Subscribe
Recommendations
View all 11
Liberty’s Highlights
Liberty
Analyzing Good Businesses
YoungHamilton
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Petty Cash
Dean
Best Anchor Stocks
Best Anchor Stocks
Nicoper’s Notes
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
