InsideArbitrage Now Has a Quant Model
The “Jenga” scene from the movie The Big Short is a favorite of mine. The part of the scene that really cracks people up is
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December 3, 2024
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The “Jenga” scene from the movie The Big Short is a favorite of mine. The part of the scene that really cracks people up is
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This has been a challenging year for merger arbitrage with multiple widely followed deals like Capri (CPRI) failing. Beyond the hit to my personal portfolio,
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Last week I spent a few days in Dallas attending the Southwest Ideas conference, one of three wonderful conferences the investor relations advisory firm Three
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We are very excited to launch InsideArbitrage 2.0 today with AI-enabled features. This is our first major product release since we announced the launch of
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For this mid-month update I want to focus on a SPAC that for the better part of two years after completing its business combination with
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“Our greatest glory is not in never failing, but in rising every time we fail.” – Confucius “It’s fine to celebrate success, but it is
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A little over a year ago, I wrote an article about a summer road trip to LA in an electric vehicle and the significant charging
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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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Pebblebrook Hotel Trust (PEB): $12.68 Market Cap: $1.54B Enterprise Value: $4.06B As is typical in weeks when we see an increased number of insider purchases,
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