Acid Investments

A little February ramble on software, Duolingo and Puma

SaaSy disucssion

1 hr ago • N.R98

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January 2026

Quick trade idea: Bolsa Mexicana de Valores (BOLSA.A)

今度は今度。今は今。

Jan 29 • N.R98

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New special sit idea from down under: Shriro (ASX:SHM)

*Note this idea falls on the illiquid side

Jan 6 • N.R98

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December 2025

2025: a year in review

Cut your weeds, DO LESS, explore more

Dec 20, 2025 • N.R98

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November 2025

Random thoughts on markets (CNC), arbs (GRND) and liquid cooling (SOLS, 3393.HK)

And maybe some water

Nov 25, 2025 • N.R98

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New special sit (SSPG.LN) and updates on other risk arbs (AQZ, FWRD, GRND)

Some good, some bad

Nov 13, 2025 • N.R98

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Spin-off to consider - Solstice (SOLS) - potential nuclear/AI play?

Boring specialty chem play with nuclear/AI icing

Nov 2, 2025 • N.R98

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October 2025

Some quick special situations to check out - Alliance Aviation and Grindr (AQZ.AX, GRND)

market on knife's edge.. but still some eventy value to be found

Oct 14, 2025 • N.R98

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September 2025

Wasion (3393.HK) - Transformational contract with DayOne?

An ORCL/Bytedance CAPX play

Sep 29, 2025 • N.R98

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A fair few updates (DOLE, INTC, FWRD) and throwing Centene (CNC) into the mix

Throwing some healthsurance into the mix

Sep 27, 2025 • N.R98

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Buying an indiscriminate sale (DOLE)

This is a rather fast moving situation and can already be capitalized on pre-market.

Sep 4, 2025 • N.R98

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August 2025

Taking a flyer on a potential AUS payments takeout - Tyro (TYR.AX)

Today’s situation is fairly interesting, and is part of an ongoing theme in small-cap Aussie land, whereby companies are trading at steep discounts to…

Aug 21, 2025 • N.R98

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