First Citizens Dual Class Arbitrage – Insider Weekends
I was at a value investor conference in Vail, Colorado last week and the idea I decided to present was the regional bank First Citizens
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June 25, 2023
I was at a value investor conference in Vail, Colorado last week and the idea I decided to present was the regional bank First Citizens
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In investing, staying within your circle of competence can be tremendously valuable. Shane Parrish does a good job of discussing this mental model on his
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In a couple of weeks, I plan to head out to Vail, Colorado for the VALUEx Vail conference that Vitaliy Katsenelson puts together for value investors
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We live in unusual times. Even before a trio of bubbles could fully deflate, we are in another one. This time it is artificial intelligence
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For a period of time, one of the first things I did every morning, was check the price of eggs in the Southeastern part of
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Napping is supposed to be really good for you. Every few weeks you come across yet another study that shows how napping once or twice
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Last October I wrote an article titled “Big Game Hunters: Going After Those Juicy Merger Arbitrage Spreads” that explored the odds of success for announced
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We started tracking pre-merger announcements or rumored deals in 2017 and called them “deals in the works” (DITW). One of the advantages of collecting data
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Flip floppers don’t have a good reputation in politics as people like to see their politicians hold fast to a set of principles or beliefs
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Over the last three years, I have added several ideas to our watchlist that I liked but wanted to follow for a while or pick
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We had an eclectic mix of companies with insider purchases this week ranging from a pizza chain to a specialty measurement company that operates in
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A few weeks ago, I decided to write about an artificial intelligence company for our December 2022 Mid-Month Update. The company was not OpenAI, the
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