Below, I have selectively put up some investment memos on past ideas. Recall, everything before early 2020 (going back to 2014) remains free and outside of the paywall.
(last updated: July 23, 2025)
Montero Mining – Long – February 2024
Danakali – Long – October 2022
Mediaset Espana – Long – October 2022
Twitter #2 – Long – September 2022 (restructured options bet)
Twitter #1 – Long – July 2022 (original arb trade)
Shell Midstream – Long – June 2022
Unit Corp – Long – May 2022
US Masters Residential – Long – April 2022
FAR Limited – Long – February 2022
Casper Sleep – Short – January 2022
Terracom Ltd – Long – October 2021
Cardno – Long – September 2021
Hunter Douglas – Long – April 2021
Harbor Diversified – Long – February 2021
Automated Banking Services – Long – January 2021
Haier equity arb – Spread – December 2020
Great Canadian Gaming – Long – November 2020
Bragg Gaming (1st writeup) – Long – October 2020
Fly Leasing bonds – Long – August 2020
Calumet – Long – July 2020
Guillemot Corp – Long – July 2020
Metlifecare NZ – Long – May 2020
Endor – Long – May 2020
Tupperware bonds – Short – February 2020
K+S Aktiengesellschaft – Short – November 2019
Hexo – Short – October 2019
Nio – Short – March 2019
Maxwell Technologies – Short – February 2019
Rezidor – Long – January 2018
Japan Display – Short – July 2017
Sharp Corporation – Short – July 2017
Toshiba Corp – Short – June 2016
Universal Entertainment – Long – May 2016
Peabody Energy – Short – March 2016
Aercap – Long – October 2015
Afren Plc – Short – March 2015
Avolon – Long – March 2015
Tuesday Morning – Short – February 2015
Quicksilver Corp – Short – December 2014
GT Advanced Technology – Short – October 2014
Aeropostale – Short – July 2014
Elizabeth Arden – Short – June 2014
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