On Inflecting Trends…
As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; … Read more
Adventures in Capitalism
Kuppy’s 2022 Position Review
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores … Read more
The New GBTC…
Last summer, I recognized an odd phenomenon. An obscure entity named Grayscale Bitcoin Trust (OTCMKTS:GBTC) was slowly cornering the free … Read more
Can’t Stop Selling GameStop Corp (NYSE:GME) Vol…
Ever since GameStop Corp. (NYSE:GME) pulled off a Melvinator, I have had various short vol GME option trades on. Often, … Read more
Atlantic Power: Left For Dead
Last night, a buddy texted me. (I’m going to paraphrase a bit as this is a family site) Q3 2020 … Read more
Event-Driven Monitor
Dear Friends, Over the years, I have frequently traded Event-Driven situations, dozens of which I have profitably profiled on this … Read more
Plays On Inflation, Volatility And Election Chaos
Every few years, the stock market seems to be swamped by a “100-year storm.” Investors put their hands up and … Read more
Trump Trades…
Let’s start with a disclaimer here. I’m not a professional pollster. With few exceptions, most of the professional pollsters are … Read more
Dillard Shorts Get ArmaDillar’d
I have been writing a good deal about Event-Driven trading lately on this site; largely because the results have continued … Read more
Valuing JOE
Back in June of 2018, I wrote an initial piece on St. Joe Co (NYSE:JOE), owner of approximately 175,000 undeveloped … Read more
Teekay Tankers: Most Value But Worst Trade
Over the years, I have spent a lot of time talking about “inflection investments,” but have never really given a … Read more
Playing The Housing Recovery…
Over the past few months, I’ve been writing a lot about Event-Driven strategies, mainly because I see an unusual amount … Read more
SHLL We Arb This One…???
I’ve been spending more and more of my time on Event-Driven (ED) trading strategies because I see the most opportunity … Read more
Dillard’s, Inc.: An Event Driven Trade Idea
Event-Driven (ED) trading continues to perform well lately. As a result, rather than bemoan how value investing is stillborn, I’ve … Read more
PG&E Corporation (PCG) Redux…
I’m on vacation, but how could I escape the news that California is burning? While PG&E Corporation (NYSE:PCG) has yet … Read more
