I have been working on this idea for the past few weeks and this will be a much longer article than usual. This one is going in the Fundamental Value bucket (though as usual there is an event/special-sits angle to it to catalyze value). I should also mention, this is a fairly complex business in … Continue reading EML Payments – fundamental value (w/ event kicker)
Month: March 2023
Closing the book on a couple of positions
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Raper Capital Weekly Update: March 26, 2023
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Adding a fat pitch short to the event book
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Update on UNTC post earnings
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Raper Capital Weekly Update: March 19, 2023
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Quick update on the latest at GEAR
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Updating the Calumet view: time to pound the table
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Raper Capital Weekly Update: March 12, 2023
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Another new name for the event book
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