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March 2024

Unpacking Samsonite (HKG:1910)
What's the last public listing luggage company worth?
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February 2024

An investment screen to consider - cash boxes with a business attached #3
A retailer
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An investment screen to consider - cash boxes with a business attached #2 (Idea 1: FF)
This post is a build on the previous post regarding investments that I term as “cash boxes with a business attached”. The criteria is as follows: Large…
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An investment screen to consider - cash boxes with a business attached #1
A few case studies
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January 2024

Quick closing note on Spirit (SAVE)
Starting off 2024 with a heartbreak..
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November 2023

The preferred way to participate (TDS)
There’s been quite a fair few interesting situations around but I thought this one was especially fascinating (and quirky enough for me) given the way…
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"Mustering" courage for Spirit (SAVE)- an update; added thoughts on bonds (8/11)
"doesn't pass muster, but if you did the following"...
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Pacific Current (PAC.AX) quick updates
Readers can refer to post 1 and 2 for a more thorough background on this trade but basically, PAC.AX was involved in a bidding war, multiple bidders in…
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September 2023

Variant rambles on the dicey Spirit Airlines (SAVE) merger arb
Rants on consumer surplus, HHI, odds and more
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Updates
The good, the bad and the ugly
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Innovative Solutions & Support (ISSC) - Market ignoring accretive acquisition?
Price : $7.77 Average Volume: 27.8k Brief Overview ISSC operates in the aerospace sector, has been growing organically ~20% p.a. over the last few…
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