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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
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October 2025
30. Lennar Corporation exchange of shares for Millrose Properties
Short (and long). Actionable.
Oct 14, 2025
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August 2025
29. Portfolio updates - July 2025
It was vacation season.
Aug 13, 2025
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June 2025
28. Portfolio updates - May 2025
Overview of my portfolio activities for past two months
Jun 1, 2025
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May 2025
27. Urban Logistics acquisition by LondonMetric Property PLC
M&A spread opportunity
May 19, 2025
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March 2025
26. Portfolio Updates - March 2025
Overview of my portfolio activities for past two months
Mar 29, 2025
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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
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January 2025
24. Portfolio updates - January 2025
Overview of my portfolio activities for past two months
Jan 29, 2025
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23. Penneo AS acquisition by Visma
Risky speculation, and not a merger arbitrage.
Jan 2, 2025
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November 2024
22. Own portfolio updates - November 2024
Overview of my portfolio activities for past 2 months
Nov 28, 2024
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21. Trubrige Inc: Second time around
Attempt on valuation(s), based on my subjective interpretation of the management communication.
Nov 12, 2024
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October 2024
20. Trinity Exploration acquisition by Lease Operators Limited
Illiquid spread on an acquisition transaction
Oct 22, 2024
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