Sitemap - 2023 - Acid Investments
The preferred way to participate (TDS)
"Mustering" courage for Spirit (SAVE)- an update; added thoughts on bonds (8/11)
Pacific Current (PAC.AX) quick updates
Variant rambles on the dicey Spirit Airlines (SAVE) merger arb
Innovative Solutions & Support (ISSC) - Market ignoring accretive acquisition?
Pacific Current bidding wars (PAC.AX) and a flight update (VLRS)
Not another pitch on Calumet! (CLMT) and a Silk Laser (SLA.AX) update
Further thoughts on Silk Laser (SLA.AX) (Updated 1/6/2023)
Weekend muses - cult factor and valuation discrepancies
Another quick trade at Silk Laser (SLA.AX)
Thunderbird Entertainment (TBRD) - an imminent sale?
Sierra Rutile (SRX.AX) - A quick idea from down under
High level thoughts on airlines, Volaris (VLRS) and pair trades
Theravance Biopharma (TBPH) - An attractive acquisition target?
Gaslog Partners (GLOP) - one of the worst MLP takeout offers
Capricorn Energy (CNE:LN) - an orderly wind-down is required