Grit Alpha | Jack Kerouac | Substack

Equity value up 25%, dividend has doubled; is a large transaction from strategic acquirer next?

Feb 4

New Top Community

Good morning everyone. This will be a quick post on an offshore driller I started buying in the $3.00 per share range. The news yesterday on the name…

Feb 1

Multi-bagger in the making

Jan 30

After the market closed yesterday the entire board of directors of Bed Bath & Beyond (BBBY) got all of their restricted stock awards (RSAs) cashed out…

Jan 25

Trading at under 1.0x segment level EV/EBITDA with peers at 20x EBITDA and the intention to sell to a strategic buyer

Jan 23

If you want to know what a company will do over the next couple of years you need to read the proxy statement. In the proxy statement you will find out…

Jan 18

Good morning everyone. Markets were on fire last week. It appears as if investors are thinking the Fed will slowdown their rate hikes and potentially…

Jan 17

The great thing about starting a newsletter on investing is all of the connections I have made. Through the past few years I have gotten to know a lot…

Jan 15

Recommendations

Edwin Dorsey

PATENT DROP

Market Sentiment

Market Sentiment

Jack Kerouac

Genevieve Roch-Decter, CFA

Grit Alpha

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