Tuesday, August 12, 2025

Mural Oncology: Update

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Mural Oncology (MURA) ($~30MM market cap) has turned into a bit of a battleground busted biotech in the comments section of my original post...
12 comments:
Tuesday, July 29, 2025

Franklin Street Properties: Office Basket, Strategic Alternatives

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The second in the office REIT basket is Franklin Street Properties (FSP) (~$180MM market cap), this one might be a more direct comparable to...
6 comments:

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

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I'm starting up an office REIT basket, last week City Office REIT (CIO) announced it was being acquired by MCME Carrell (an affiliate o...
1 comment:
Wednesday, July 16, 2025

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

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GCI Liberty (GLIBA/K) is back in public markets, the leading telecommunications provider in Alaska was spun off on Tuesday (7/15) from Liber...
5 comments:
Monday, June 30, 2025

Mid Year 2025 Portfolio Review

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I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here w...
28 comments:
Thursday, May 22, 2025

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

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I apologize in advance, this one might only have a limited audience, it is a small and illiquid community bank in my backyard, maybe there a...
8 comments:
Monday, May 12, 2025

Kronos Bio: Tang Buyout w/ Curious CVR Consideration

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Kronos Bio (KRON) ($45MM market cap) was historically focused on cancer and autoimmune disease treatments, late last year, the company disco...
15 comments: