Tuesday, January 21, 2025

International Game Technology: Gaming Segment Sold to Apollo, RemainCo Cheap

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International Game Technology (IGT) (~$3.5B market cap) is a gaming supplier, the result of a 2015 merger of IGT and Gtech that is currently...
13 comments:
Wednesday, January 15, 2025

Keros Therapeutics: Pre-SA Broken Biotech, Large Cash Position

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Keros Therapeutics (KROS) (~$420MM market cap) is a what I'm labeling a pre-strategic alternatives broken biotech, the company in two se...
8 comments:

Howard Hughes: Pershing Square's Offer

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I'm a couple days late on this post and turned into a bit of a "reply guy" on Twitter/X (you can follow me @ClarkinM) spewing ...
16 comments:

Income Opportunity Realty Investors: TCI Tender Offer, Potential Squeeze Out

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Disclaimer: This is very illiquid and only appropriate for small PA's like mine Income Opportunity Realty Investors (IOR) ($75MM market ...
6 comments:
Monday, January 6, 2025

Soho House & Co: Go-Private Transaction

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Another one shared by a reader and similar to 23andMe, Soho House (SHCO)(~$1.5B market cap) is a 2021 vintage IPO that failed to live up to ...
8 comments:

23andMe Holding: Busted SPAC, CEO Wants Go-Private Transaction

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I put out the call for reader ideas and as usual, received many good ones.  A couple intrigued me enough to start small positions, one of th...
3 comments:
Tuesday, December 31, 2024

Year End 2024 Portfolio Review

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Welp, it was bound to happen, but I underperformed the broad U.S. market by an embarrassing amount this year.  My portfolio lost -6.39% comp...
45 comments: