Investment Memos

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