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.
Podcast: My “Dividend as a Catalyst” Playbook
April 15, 2025, 8:56 p.m.
4 Spin-offs with Insider Buying
March 26, 2025, 9:20 p.m.
Round 2 with Colin King on the SSOI Podcast (HAVAS, IAC, SNRE, RHLD, VYX)
March 20, 2025, 3:49 p.m.
Spin-off Links – March 2025
March 13, 2025, 8:54 p.m.
Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Feb. 11, 2025, 10:05 p.m.
Peter Smith (Palm Harbour Capital) on International Gaming Technology (IGT)
Feb. 4, 2025, 3:31 a.m.
Christian Ryther of Curreen Capital Talks EHAB, MRP, HAVAS and More
Jan. 27, 2025, 11:53 p.m.
Discord Give Away Q4 2024
Jan. 7, 2025, 9:40 p.m.
Multiples Capital on MGM Resorts International (MGM) and Garrett Motion (GTX)
Jan. 7, 2025, 7:51 p.m.
Colin King of Circle City Group Capital Talks Building a $28MM Holding Co and Magnera (MAGN)
Dec. 9, 2024, 10:19 p.m.
Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs
Nov. 25, 2024, 5:40 p.m.
Kingdom Capital Talks Spin-offs (NLOP, CURB, and MAGN) and Street Hockey
Nov. 15, 2024, 7:19 p.m.
3 Spin-offs that Will Benefit from a Trump Presidency
Nov. 7, 2024, 8:57 p.m.
How to Profit from “Demerger Arbitrage”
Sept. 23, 2024, 5:09 p.m.
Talking Spin-offs with James Early
Sept. 12, 2024, 4:30 p.m.
Joel Greenblatt Explains Option Prices
Sept. 4, 2024, 9:11 p.m.
Spin-off Mailbag: Do you trade “when issued” spin-offs?
Aug. 27, 2024, 12:41 a.m.
3 Spin-offs with Insider Buying
Aug. 15, 2024, 5:43 p.m.
What’s the Big Deal
Aug. 7, 2024, 8:26 p.m.
“Is the Small Cap Rally Just Getting Started?”
July 25, 2024, 8:49 p.m.
How Mohnish Pabrai Made 30x his Money in Turkey
July 18, 2024, 4:17 p.m.
Steve Cohen and Options
July 10, 2024, 10:01 p.m.
Buy Medexus Pharma
July 4, 2024, 3:04 a.m.
Illumina (ILMN) Bull Call Spread – June 23, 2024
June 23, 2024, 6:14 p.m.
3 High Conviction Buys From China
June 18, 2024, 8:11 p.m.