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Compelling Buyout Play
Merger arbitrate idea with a juicy 9.0% spread
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Grit Alpha
Second Swing
I extensively covered the catalyst with Title 42 getting removed and the opportunity to be had with prison equities that own assets at the Southern…
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Grit Alpha
4
How To Outperform The Market
Good morning everyone. I hope everyone had a great Memorial Day and nice three day weekend. Today I wrote about my strategy I use to invest in public…
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Grit Alpha
Broken Business Sold
Qurate Retail dumps money losing Zulily and instantly reduces leverage ratios and improves EBITDA and Free Cash Flow
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Grit Alpha
Bonds
I spent my entire career investing in public equities. Nothing complex. Just buying small companies for a discount to their implied intrinsic value. I’m…
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Grit Alpha
Let's Talk About Oil
Good morning everyone. Oil and gas continues to be one of the most volatile sectors to invest in. Despite the volatility I continue to hold a meaningful…
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Grit Alpha
1
Ongoing Sale
Strategic alternatives still ongoing with meaningful upside over the next 12 months and management sells the remaining division
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Grit Alpha
Grit Alpha
Grit Alpha
Deep dive analysis into the market with occasional stock picks for paid subscribers.
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