Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Quick Pitch: WEX Inc. (WEX)
March 12, 2025, 12:16 p.m.
Quick Pitch: Revance Therapeutics (RVNC)
Jan. 13, 2025, 6:24 a.m.
Quick Pitch: Luna Innovations (LUNA)
Jan. 7, 2025, 11:37 a.m.
Quick Pitch: Equity Commonwealth (EQC)
Dec. 3, 2024, 4:32 a.m.
Quick Pitch: Northway Financial (NWYF)
Sept. 27, 2024, 5:58 a.m.
VIZIO Holding (VZIO) – Short on Antitrust Concerns – 30% Upside
Sept. 18, 2024, 10:23 a.m.
Guest Pitch: musicMagpie (MMAG.L)
July 11, 2024, 10:33 a.m.
Quick Pitch: Osino Resources (OSI:V)
June 28, 2024, 12:43 a.m.
Quick Pitch: MIND Technology (MINDP)
June 19, 2024, 1:53 a.m.
Ideas Elsewhere: WideOpenWest (WOW)
June 8, 2024, 2:35 a.m.
Quick Pitch: Martin Midstream Partners (MMLP)
June 6, 2024, 3:10 a.m.
Quick Pitch: Matterport (MTTR)
June 3, 2024, 3:17 p.m.
Quick Pitch: Mongolia Growth Group (MNGGF)
May 13, 2024, 1:59 p.m.
Quick Pitch: Asensus Surgical (ASXC)
May 9, 2024, 7:10 a.m.
Quick Pitch: Pacific Current Group (PAC:AX)
April 29, 2024, 3:35 p.m.
Quick Pitch: James River Group (JRVR)
April 19, 2024, 4:13 a.m.
Merger Arbs With Wide Spreads (Apr 2024)
April 13, 2024, 8:21 a.m.
Quick Pitch: M1 Kliniken (M12:DE)
April 11, 2024, 11:17 a.m.
Guest Pitch: Sierra Rutile Holdings (SRX:AX)
April 3, 2024, 6:38 a.m.
Guest Pitch: Hipgnosis Songs Fund (SONG:L)
March 27, 2024, 4:37 p.m.
Cummins (CMI) – Split Off – $1600 Upside
March 12, 2024, 1:02 p.m.
Marlowe (MRL:L) – Large Asset Sale & Capital Return – 50%+ Upside
March 7, 2024, 2:10 p.m.
Ascential (ASCL.L) – Large Asset Sale & Special Dividend – 30% Upside
Nov. 10, 2023, 9:19 a.m.
Tidewater Midstream And Infrastructure (TWM.TO) – Large Asset Sale – Upside TBD
Oct. 10, 2023, 2 p.m.
Kenvue (KVUE) – Price Recovery – 10%+ Upside
Aug. 18, 2023, 6:13 a.m.