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New idea
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Positioning updates
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Update on recent arb idea; more positioning updates across the book
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Special situations corner (4): the juiciest (potential) arb I have ever seen, 83-160% upside as arb closes
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Positioning updates, and review of 2020 long book performance
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Update on event-driven trades; one new event-driven idea; and breakdown of non-equity performance in 2020
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Undiscovered European growth gem: multi-bagger upside ripe for the picking
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Raper Capital year in review: overall performance + general observations
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SNEX quick update pre conference call
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