LIS.V Merger Arb Cuts Spread From 19% to 3%
$LIS.V merger arb worked out just as expected. Despite vocal retail opposition, shareholder approval passed easily. The spread narrowed from 19% to 3% in exactly two months following the post on SSI. https://t.co/UWBmq2fWGx
SaaS Sell‑Off Explained: Avenir’s Outlook for Recovery
Avenir Management dropped a sharp slide deck on the state of SaaS. Great perspective on the current sell-off, and what the industry could look like going forward. Sharing a few of the most interesting slides below 👇 https://t.co/miawmwOz9C
Stillwell Pushes Buybacks, Director Nomination as LSBK Climbs
$LSBK has performed well over the 6 months since Stillwell filed a 13D (+22%) Stillwell (owns ~10%) is making his next move: nominating a director for the 2026 AGM and pushing for buybacks while the stock trades below TBV. He also warned...
Propane Industry Deep Dive Reveals Hidden Value
One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...
