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Endor update: waybill data shines a light on deep revenue, margin upside
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Special situations corner: examining the SPAC warrant arb opportunity
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Catching up on Shinoken, and some position house-keeping
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Betterware update: sharpening the numbers and gaining more conviction
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Guillemot update post recent developments
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Westshore update: Teck drops the hammer
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Diving deeper into Betterware de Mexico
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Fly Leasing ’21s: 15% yield, 1+ year paper, should be money good
Regular readers will know two of my deep loves are aircraft leasing and short-duration, yieldy paper 🙂 Rarely do I find the chance to combine these twin desires - and yet in Fly Leasing (NYSE: FLY) Nov'21 bonds I think I've found one such opportunity. These FLY bonds are at 91/91.25, yielding 15% to maturity … Continue reading Fly Leasing ’21s: 15% yield, 1+ year paper, should be money good
Endor: scrubbing the numbers post blow-out 2019 earnings
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