Archive
All notes
Archive
2026-05-10
Senior Still Trades Below Its Live Cash Claim
2026-05 / week-1
2026-05-10
RVI Trades Like OpenAI Stock, but the Wrapper Is Still a Fund
2026-05 / week-1
2026-05-10
Middleby Still Trades Like a Bundle
2026-05 / week-1
2026-05-10
KBR Still Prices the Split at a Conglomerate Multiple
2026-05 / week-1
2026-05-10
IHS Still Prices the Latin America Exit Risk
2026-05 / week-1
2026-05-10
HVPE Still Trades Below Its Own Exit Door
2026-05 / week-1
2026-05-10
DXYZ Trades Like SpaceX Direct, but the ATM Is Still Open
2026-05 / week-1
2026-05-10
NCR Atleos Still Trades Below Its Live Deal Mix
2026-05 / week-1
2026-05-10
Assertio Trades Above Cash Despite Tender Delays
2026-05 / week-1
2026-05-10
Amaroq's Register Reset Is Underpricing the Ramp
2026-05 / week-1
2026-05-10
Allied Gold's May 29 Approval Spread
2026-05 / week-1
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
← Previous
Page 23 of 25
Next →