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Global deep value investing using a credit lens to look at stocks

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GCAP

What I’m buying now part 3 – a few juicy bonds

June 6, 2020June 20, 2020 / puppyeh / 19 Comments

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Latest thoughts on GCAP/INTL and MET.NZ

May 31, 2020June 20, 2020 / puppyeh / 2 Comments

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INTL FCStone (INTL): GCAP is the steal of the century, 60-70% upside

May 17, 2020June 20, 2020 / puppyeh / 6 Comments

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Gain Capital: deal recut highly likely, option-like upside payout in 3 weeks

May 12, 2020June 20, 2020 / puppyeh / 19 Comments

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1361 1435 2588 6425 8848 8909 8963 8985 AER BFAM DEAC DRD DSSI E2N eurn GAN GCAP INTL MDR MET.NZ MOS NAT NFLX NIO PLZL SDF STNG TECK TNK TSLA TUP WTE

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