Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://xitter.cf/t.co/gSuNfoKeyR | https://xitter.cf/t.co/4I0vL2hgLj
Austin, TX
Joined May 2018
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Clark Square Capital retweeted
The Special Situations Digest #38 is out.
622 situations across 18 categories: activist campaigns, take-privates, tender offers, spin-offs, rights offerings, and more, from markets worldwide.
Plus the Deal Spread Monitor: 122 live deals with offer, price, and gross spreads.
i did. if a real operating business trades at 0 ev, how much skepticism and bad news do you think is priced in?
$PINFRA.MX is at a new all-time high. L shares are still at a 30% discount and way too cheap.
don't know, but hard to lose money here with the stock trading below net cash, the company finally paying out a dividend, and one of the biggest games (ragnarok online 3) coming out soon
$GRVY is back to trading below net cash, even after paying its ~5% dividend.
Clark Square Capital retweeted
If you missed it this weekend, the Special Sits Digest issue #37 is out and worth a look. It covers 700+ situations this week (filtered from over 20k global filings).
Take a look!