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Quick idea: Weight Watchers
Post bk play
Jun 18
•
N.R98
7
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Quick idea: Weight Watchers
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5
Event #3 - It might be time to get into Forward Logistics (FWRD)
Blackstone and Apollo might be the final chapter to this turvy story
Jun 16
•
N.R98
9
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Event #3 - It might be time to get into Forward Logistics (FWRD)
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1
Event #2 - Not another merger arb - Mayne Pharma (MYX), no outs for Cosette
Treading back into the dangerous land of merger arb with sprinkles of legalese, note that this trade is an inherently risky one so due diligence is…
Jun 15
•
N.R98
7
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Event #2 - Not another merger arb - Mayne Pharma (MYX), no outs for Cosette
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9
May 2025
Event #1 - Trimas (TRS)
Gets sold imminently, likely, hopefully
May 28
•
N.R98
12
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Event #1 - Trimas (TRS)
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2
Part 2: What could go wrong at Chagee (CHA)
Last week, I wrote a quick article flagging the seemingly absurd valuation discrepancy of Chagee vis-a-vis beverage peers on the HK stock exchange i.e.
May 13
•
N.R98
7
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Part 2: What could go wrong at Chagee (CHA)
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Flagging a recent IPO - Chagee (CHA) - orphaned security trading at a large spread to peers
Please have a cup of tea
May 6
•
N.R98
7
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Flagging a recent IPO - Chagee (CHA) - orphaned security trading at a large spread to peers
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March 2025
Quick takeout idea: Dalata Hotel (DHG.IR) - Probably gets sold soon
“Sir, you are supposed to check out at…”
Mar 31
•
N.R98
10
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Quick takeout idea: Dalata Hotel (DHG.IR) - Probably gets sold soon
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1
Quick musing on proforma Dollar Tree (DLTR) - Nasty divorce but free to fly now
Divorcing Family Dollar at 10c on the $ yikes
Mar 26
•
N.R98
3
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Quick musing on proforma Dollar Tree (DLTR) - Nasty divorce but free to fly now
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Highlighting Tan Lip Bu's compensation (INTC) - worth a punt?
Sorry to those who can actually pen good dialogues
Mar 20
•
N.R98
4
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Highlighting Tan Lip Bu's compensation (INTC) - worth a punt?
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1
Amentum (AMTM) - Well telegraphed secondary sale provides a dislocation opportunity
Taking stock from a non-economic seller
Mar 12
•
N.R98
12
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Amentum (AMTM) - Well telegraphed secondary sale provides a dislocation opportunity
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8
Baidu (BIDU) converts on Trip.com (TCOM) and random thoughts
Weird converts
Mar 8
•
N.R98
6
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Baidu (BIDU) converts on Trip.com (TCOM) and random thoughts
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February 2025
Trip.com (TCOM) - is a dollar of profit from TCOM much more valuable than from EXPE?
Chinese company though...
Feb 26
•
N.R98
11
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Trip.com (TCOM) - is a dollar of profit from TCOM much more valuable than from EXPE?
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2
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