Book Launch: The Event-Driven Edge in Investing
Last year I met a friend for lunch in Silicon Valley. After working at Google for several years he decided to retire and was checking
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May 21, 2099
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Last year I met a friend for lunch in Silicon Valley. After working at Google for several years he decided to retire and was checking
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After hearing about the AI tool Perplexity from friends and about how it helped investing legend Stanley Druckenmiller find five companies in Argentina to invest
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Flip floppers have a bad reputation in politics. People like to see their politicians hold fast to a set of principles or beliefs instead of
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The first part of this article is an excerpt from our September special situations newsletter and the second part briefly touches upon five additional companies
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This is our fourth update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
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I have never been as excited about a product launch as I am today with the release of My Portfolio Plus. Late last year we
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This is our third update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
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Howard Hughes, Inc. (HHH): $68.13 Market Cap: $3.40B Sum-of-the-Parts Estimate Per Share: $129 (as of June 30, 2023) Howard Hughes is probably one of most misunderstood
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I was very excited to have my friend Shailesh launch the new Yield Guru service on InsideArbitrage last year because he is one of the
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I just got back from the annual pilgrimage to Omaha, Nebraska also known as the Berkshire Hathaway annual shareholders meeting. The event, which was attended
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It usually takes a merger four months from the date of announcement to closure. In 95% of cases, deals with a definitive merger agreement are
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The road to hell is paved with good intentions. While I didn’t exactly end up in hell, I did have good intentions when I started
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