
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
Read MoreThe “Jenga” scene from the movie The Big Short is a favorite of mine. The part of the scene that really cracks people up is
Read MoreThis has been a challenging year for merger arbitrage with multiple widely followed deals like Capri (CPRI) failing. Beyond the hit to my personal portfolio,
Read MoreLast week I spent a few days in Dallas attending the Southwest Ideas conference, one of three wonderful conferences the investor relations advisory firm Three
Read MoreWe 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
Read MoreMarvell Technology Inc (MRVL): $79.85 Market Cap: $69.17B Enterprise Value: $72.73B Two weeks ago, we wrote about the ongoing campaign against Southwest Airlines (LUV) by
Read More“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
Read MoreA little over a year ago, I wrote an article about a summer road trip to LA in an electric vehicle and the significant charging
Read MoreAfter hearing about the AI tool Perplexity from friends and about how it helped investing legend Stanley Druckenmiller find five companies in Argentina to invest
Read MoreFlip floppers have a bad reputation in politics. People like to see their politicians hold fast to a set of principles or beliefs instead of
Read MoreThe first part of this article is an excerpt from our September special situations newsletter and the second part briefly touches upon five additional companies
Read MoreThis is our fourth update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
Read MoreI 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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