Nicoper’s Notes

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

3

1

1

October 2025

30. Lennar Corporation exchange of shares for Millrose Properties

Short (and long). Actionable.

Oct 14, 2025 • Nicoper's Notes

4

1

3

August 2025

29. Portfolio updates - July 2025

It was vacation season.

Aug 13, 2025 • Nicoper's Notes

12

10

1

June 2025

28. Portfolio updates - May 2025

Overview of my portfolio activities for past two months

Jun 1, 2025 • Nicoper's Notes

15

1

May 2025

27. Urban Logistics acquisition by LondonMetric Property PLC

M&A spread opportunity

May 19, 2025 • Nicoper's Notes

3

1

1

March 2025

26. Portfolio Updates - March 2025

Overview of my portfolio activities for past two months

Mar 29, 2025 • Nicoper's Notes

11

2

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

7

1

January 2025

24. Portfolio updates - January 2025

Overview of my portfolio activities for past two months

Jan 29, 2025 • Nicoper's Notes

14

2

1

23. Penneo AS acquisition by Visma

Risky speculation, and not a merger arbitrage.

Jan 2, 2025 • Nicoper's Notes

4

2

3

November 2024

22. Own portfolio updates - November 2024

Overview of my portfolio activities for past 2 months

Nov 28, 2024 • Nicoper's Notes

17

4

1

21. Trubrige Inc: Second time around

Attempt on valuation(s), based on my subjective interpretation of the management communication.

Nov 12, 2024 • Nicoper's Notes

6

2

3

October 2024

20. Trinity Exploration acquisition by Lease Operators Limited

Illiquid spread on an acquisition transaction

Oct 22, 2024 • Nicoper's Notes

6

3

1