Spec Sit Update: Latch $LTCH Making A Deal

Why this recent M&A deal suggests that LTCH has a lot more room to run

CGC Portfolio Position Update #4

Changes made to our portfolio as of 05.05.2023

M&A Arb: Microsoft / Activision Deal Part II

RH '22 Earnings: An Inflection Point

BNPL: Buy Now, Pay Never

The economy is not fine when consumers need to make payments on groceries in installments

Spec Sit: Latch $LTCH Trading Below Liquidation Value

M&A Arb: Microsoft / Activision Deal Part I

You Want Outsized Returns? Start Small.

Large caps are still pricey and still too crowded

M&A Arb Update: FXLV Going Private

Update on our trade notes from the FXLV/KLIM take private

CGC Portfolio Position Update #3

Changes made to our portfolio as of the end of February