Quick Update and Rebranding Apologies to the subscribers for the gap in content. Past year has been a bit of a whirlwind and as I’ve settled down I want to create more regular content (well as much as reasonably insightful research will allow). Some names are lower liquidity that are worked on with other funds which can cause a delay in publishing as the funds need to position-sized fully. Given that, I’ll aim to work up a backlog of actionable ideas so you’re not waiting months (or a year).
Capri - A Reverse Merger Arb
Capri - A Reverse Merger Arb
Capri - A Reverse Merger Arb
Quick Update and Rebranding Apologies to the subscribers for the gap in content. Past year has been a bit of a whirlwind and as I’ve settled down I want to create more regular content (well as much as reasonably insightful research will allow). Some names are lower liquidity that are worked on with other funds which can cause a delay in publishing as the funds need to position-sized fully. Given that, I’ll aim to work up a backlog of actionable ideas so you’re not waiting months (or a year).