Friday, May 12, 2023

First Horizon: Broken Merger Arb, Regional Bank Storm

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First Horizon Corp (FHN) ($5.3B market capitalization) is a fairly vanilla regional bank serving a balance of both commercial and consumer c...
32 comments:
Monday, April 3, 2023

Pardes Biosciences: Failed Biotech/SPAC, Trading Below Cash

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Pardes Biosciences (PRDS) ($90MM market cap) is another biotech for the basket, this morning the company announced poor clinical results , a...
9 comments:
Thursday, March 23, 2023

Star Holdings: iStar Spin, Familiar Monetization Strategy

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Star Holdings (STHO) (~$225MM implied market cap) is the upcoming spinoff of the merger of iStar (STAR) and Safehold (SAFE) targeted to be ...
18 comments:
Friday, March 17, 2023

PFSweb: Updated Thoughts After Sell Off

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What a wild week in markets.  I'm finding plenty of new ideas, unfortunately don't have enough dry powder to throw at them all.  Ins...
23 comments:
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: