All notes

Archive

2026-05-10 AES Is Priced for a Vote Fight, but the Standalone Capital Math Is Worse 2026-05 / week-1

2026-05-09 TaskUs Trades Like the Dividend Broke the Business 2026-05 / week-1

2026-05-09 Symbotic's Backlog Does Not Buy the Multiple 2026-05 / week-1

2026-05-09 Rocket Prices Its Pipeline Below Fresh Cash 2026-05 / week-1

2026-05-09 Perfect Corp. Trades Below Cash While Insiders Bid $1.95 2026-05 / week-1

2026-05-09 Watchlist: Organon's Cash Spread Still Trades Wide 2026-05 / week-1

2026-05-09 Globalstar Prices the Cash Election, but Amazon Stock Sets the Spread 2026-05 / week-1

2026-05-09 Fluence Is Pricing Tariff Fear Before the Hyperscaler Order 2026-05 / week-1

2026-05-09 CoreWeave Is Pricing the Debt Before the Capacity 2026-05 / week-1

2026-05-09 Coffee's Harvest Floor Is Breaking 2026-05 / week-1

2026-05-09 Cloudflare's Crash Still Leaves the Multiple Exposed 2026-05 / week-1

2026-05-09 Century Casinos Is Pricing Distress, Not the Review 2026-05 / week-1

2026-05-09 Brighthouse Trades Like the $70 Cash Vote Still Has to Happen 2026-05 / week-1

2026-05-09 BRCK Still Prices a Bid That Walked 2026-05 / week-1

2026-05-09 Atlantic Lithium Trades Below Huayou's Cash Scheme 2026-05 / week-1

2026-05-09 Altus Trades Below Its Own C$52 Tender 2026-05 / week-1

2026-05-09 AES Still Pays You to Underwrite the Grid Bid 2026-05 / week-1

2026-05-08 Zinc's False Surplus Is the Trade 2026-05 / week-1

2026-05-08 WBD Still Prices a Regulatory Break After the Vote 2026-05 / week-1

2026-05-08 USD/JPY Is Paying Carry Into Tokyo's Red Zone 2026-05 / week-1

2026-05-08 Transocean's Backlog Is the Trade, DOJ Is the Clock 2026-05 / week-1

2026-05-08 Toro Is Pricing a Dividend Right the Market Cannot Buy 2026-05 / week-1

2026-05-08 SkyWater Is Trading Below the Collar Before the Vote 2026-05 / week-1

2026-05-08 Silver Bull Is Pricing the Award Clock Below the Claim Math 2026-05 / week-1

2026-05-08 Qorvo's Spread Is Pricing Regulatory Drag, Not a Broken Deal 2026-05 / week-1

2026-05-08 PYTH Is Pricing Adoption Before the Unlock Clears 2026-05 / week-1

2026-05-08 Origin Is Priced Like a Failed De-SPAC Before the Liquidation Proxy 2026-05 / week-1

2026-05-08 Lakefront Is Priced Below Its Post-Ouro Cash Plan 2026-05 / week-1

2026-05-08 JOF Still Prices a Discount After the Tender Trigger Fired 2026-05 / week-1

2026-05-08 Jet.AI Is Pricing the Vote, Not the Distribution Math 2026-05 / week-1

2026-05-08 Intertek Is Pricing a Walk-Away Before EQT's Deadline 2026-05 / week-1

2026-05-08 GIG Is No Longer a Trust Claim 2026-05 / week-1

2026-05-08 Genco Is Trading Above the Hostile Bid 2026-05 / week-1

2026-05-08 Fermi Is Pricing Matador Before Governance Clears 2026-05 / week-1

2026-05-08 Elme Is Pricing Liquidation Below the Remaining Range 2026-05 / week-1

2026-05-08 ECAT's Saba Vote Is Bigger Than the Yield Screen 2026-05 / week-1

2026-05-08 Deltic Is Pricing the Rescue Spread Below the Cash Scheme 2026-05 / week-1

2026-05-08 CyanConnode Still Trades Like Esyasoft Can Walk 2026-05 / week-1

2026-05-07 Skycorp Is Pricing Scarcity as Validation 2026-05 / week-1

2026-05-07 Sensei's Quote Still Trades Like the Float Is Real 2026-05 / week-1