Posted On March 29, 2017
Craft Brew Alliance (ticker: Brew, but nicknamed CBA) new deal with Anheuser-Busch could lead to a buyout at a big premium. Declines at other brands have hidden Kona's growth recently, but that should change in the near future At today's prices, shareholders have multiple ways to win. In August, Craft Brew Alliance (ticker: BREW; CBA […]
Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]
Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]
Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (below) covers why I'm so negative on SPACs, and part 2 (see here) […]
Posted On March 2, 2017
Some weird stuff is happening at Insignia I'd love to get your take on it I write on this blog for a bunch of reasons. Partly I do it because I’m always researching and writing up investment ideas, and I was kind of sad that all of that writing was going to die on my […]
Posted On March 2, 2017
Some weird stuff is happening at Insignia I'd love to get your take on it I write on this blog for a bunch of reasons. Partly I do it because I’m always researching and writing up investment ideas, and I was kind of sad that all of that writing was going to die on my […]
