For Christmas last year, I offered a corny segment where I presented (pending pun intended) 3-4 ideas to readers as a Christmas present. I hope you’re not offended, but I’ve decided to “give” you the same thing this year and write up three to four ideas again. Obviously I’m lazy, so rather than write up […]
Now that I’ve had ~72 hours to reflect on getting screwed by Dell / talk to some other Dell victims (disclosure: long DVMT), I wanted to provide a quick update to my Tuesday write up. In general, I think everything I said was within the realm of reasonableness. The biggest pushback I got was on […]
Yesterday, Dell announced a reverse merger into their tracking stock (DVMT, disclosure: long). The tracker was already a very popular position among more event value investors; combine that popularity with the new deal’s complicated structure, huge leverage at the Dell stubco, and the potential for an activist to step into the current merger, and I […]
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to present (pun intended) four of my favorite special situations in a bit of a shallower manner; instead of a full deep dive, […]
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