Friday, February 24, 2023

Sculptor Capital Management: Boardroom Fight, Cheap Stock

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Sculptor Capital Management (SCU) (~$500MM market cap) is probably more familiar to most by their old name, Och-Ziff (OZM was the old ticker...
16 comments:

Talaris Therapeutics: Trading Well Below Cash, Strategic Alternatives

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Talaris Therapeutics (TALS) (~$79MM market cap) is another failed biotech that recently announced they are pursuing of strategic alternative...
8 comments:
Saturday, February 11, 2023

Oramed Pharmaceuticals: Trading Well Below Cash, Strategic Alternatives

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Oramed Pharmaceuticals (ORMP) (~$85MM market cap) is a biotechnology company that has a platform designed to reformulate injections/vaccines...
27 comments:
Friday, February 3, 2023

Magenta Therapeutics: Trading Well Below Cash, Strategic Alternatives

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This will be a relatively quick one, thank you to Writser for pointing me in this direction. Magenta Therapeutics (MGTA) (~$47MM market cap)...
80 comments:
Wednesday, February 1, 2023

Advanced Emissions Solutions: Recut Deal w/ Arq, Torpedoes Shareholder Vote

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Typically, I don't like to write about stocks that I don't own but I'm going to break that soft rule here, as mentioned in the Y...
4 comments:
Thursday, January 26, 2023

Sesen Bio: Plan A Reverse Merger w/ Carisma, CVR; Plan B Liquidation

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Sesen Bio (SESN) (~$130MM market cap) is another failed biotech themed investment idea.  Sesen Bio has one late-stage product candidate, Vic...
20 comments:
Tuesday, January 17, 2023

Vertical Capital Income: Carlyle Deal, Transitioning to CLO Equity Fund

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Last week, Vertical Capital Income Fund (VCIF) ($98MM market cap) announced a proposed manager and strategy change , if approved, Carlyle Gr...
36 comments: