Exiting AerCap (AER)
A little over a year ago, we wrote about the aircraft and jet engine leasing company AerCap (AER) in our March 2024 Special Situations Newsletter
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April 21, 2025
A little over a year ago, we wrote about the aircraft and jet engine leasing company AerCap (AER) in our March 2024 Special Situations Newsletter
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On May 1, 2003, President George W. Bush delivered a speech aboard an aircraft carrier, letting the nation know that we had accomplished the mission
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It is hard to believe we just completed five full years since the start of a global pandemic that created massive disruption, loss of lives
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Instead of discussing a new idea for our February mid-month update, I figured I would briefly touch on five different situations, four of which are
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Howard Hughes (HHH): $77.84 Market Cap: $3.90B Enterprise Value: $8.85B Over a period of thirteen months, we have covered Howard Hughes (HHH) three times on
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This was a wonderful year for investors who decided early on that this was a full risk-on environment and acted accordingly. Most investors are now
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I was torn between writing about Capri (CPRI) considering it called off its merger with Tapestry (TPR) yesterday and providing an update about Postal Realty
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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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For this mid-month update, I am going to focus on two energy related opportunities. One is a short-term odd lot tender opportunity and the second
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The Mean Reversion Volatility Trade The extreme volatility we saw at the beginning of last week thanks to the impact of a small increase in
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Lululemon Athletica (LULU): $283.72 Market Cap: $36.38B Enterprise Value: $35.88B Our pick for the June 2024 mid-month update Zillow (ZG) following an insider purchase by board
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Zillow – Class A (ZG): $46.55 Market Cap: $11.37B Enterprise Value: $10.30B Key Insights: Independent Director Jay Hoag, who has served on Zillow’s board since 2005
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