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A Golden Age of Event-Driven Investing? (pt 2)
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A Golden Age of Event-Driven Investing? (pt 1)
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Think Childcare post-mortem; and a small, juicy follow-up trade
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Update on reopening name #1
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Update on reopening name #4: mammoth cost-cutting sets up huge asymmetry in a post-vaccine world
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Catching up on some old ideas; one quick event trade; and diving under the hood (again) on GAN
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Reshaping the book for the ‘great rotation’ (part five): reopening name #4
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New idea – special situation
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Aircraft leasing: where do we go from here? (and some housekeeping items)
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