September 24, 2020

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 of opportunity there. That said, Event-Driven remains a small piece of my book. The core of what I do is inflection investing—finding a theme that’s inflecting better and get there before anyone else realizes it. With that preamble out of the way, today the ... Read More
Categories: Investments
Positions Mentioned: CNR
September 23, 2020

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 there. I’ve already spoken about how SPACs often diverge from their own warrants—mainly because the Robinhood platform doesn’t allow its clients to play along in the warrants. Back in June, I played this fact very profitably in Nikola Motors (NKLA – USA) where the ... Read More
Categories: Investments
Positions Mentioned: SHLL
September 18, 2020

Turbulence Ahead…


On Monday, I return to work from an extended vacation (I didn’t miss much it seems). I’m refreshed and ready for what will likely be one of the craziest periods for the markets since the COVID Crash. I realize I’m the guy who has gone out there and said you have a free shot on goal ever since late March. I even called it ... Read More
Categories: Investments
Positions Mentioned:
September 14, 2020

An ED Trade From The Road…


Event-Driven (ED) trading continues to perform well lately. As a result, rather than bemoan how value investing is stillborn, I’ve continued to shift more of my capital into what’s working. As I’ve noted previously; you can hope that the market reverts to a prior form, or you can evolve. With the number of active managers in terminal decline, the opportunities in the ED world ... Read More
Categories: Investments
Positions Mentioned: DDS
August 24, 2020

PG&E Redux…


I’m on vacation, but how could I escape the news that California is burning? While PG&E (PCG – USA) has yet to be blamed for these fires, as I sit here in the North Carolina mountains, it sure seems silly to tempt fate. Yeah, I know, I’m the fool for expecting an Event-Driven (ED) situation to work into the teeth of California’s fire season. ... Read More
Categories: Investments
Positions Mentioned: PCG
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