Thursday, June 30, 2016

Mid Year 2016 Portfolio Review

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Brexit free discussion ahead, it was a fairly crazy first half of the year even before the last week, at one point in February my blog portf...
11 comments:
Saturday, June 18, 2016

Pinnacle Entertainment: Tax Attributes, Remaining Real Estate, Insider Buying

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This post is mostly a promo for this month's Special Situations Research Forum meeting hosted by the CFA Society Chicago, I'll be le...
6 comments:

Par Pacific Holdings: Wyoming Refining Acquisition, Rights Offering

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I wrote a poorly timed update of Par Pacific Holdings about six weeks ago, since then the shares have dropped over 20% as crack spreads con...
11 comments:
Monday, May 23, 2016

American Capital: Agrees to Deal w/ ARCC, ARES, AGNC

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Well this news was a bit anti-climatic, today American Capital (ACAS) agreed to a series of transactions with Ares Capital (ARCC), Ares Mana...
4 comments:
Wednesday, May 11, 2016

Pinnacle Entertainment: GLPI Deal Complete, OpCo Spinoff

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In the fall of 2013, regional casino operator Penn National Gaming spunoff Gaming & Leisure Property Inc (GLPI) to hold their real estat...
9 comments:
Thursday, April 28, 2016

Par Pacific Holdings: Update, Distressed Energy M&A Thesis

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I received the Par Pacific Holdings (PARR) annual report in the mail this week and thought it made sense to revisit my initial thesis in an ...
11 comments:
Wednesday, April 6, 2016

Interval Leisure Group: Reverse Morris Trust with Starwood

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The bidding war for Starwood Hotels (HOT) between Marriott International (MAR) and Chinese insurance company Anbang grabbed a lot of headlin...
33 comments: