A quick overview
I’ve written a bunch on PSTH / UMG over the past few weeks (you can see my most recent thoughts here). I mentioned this on Twitter, but I’m planning on…
I mentioned this in my May links post, but recently I’ve been seeing an interesting trend in the SPAC-land: SPACs are absolutely flying higher as soon …
Consider this a quick follow up to my post earlier this week on Clover. The basics of that post were pretty simple: the implied volatility attached to …
I’ve always known markets could get crazy. Tail risks / black swan events are out there, and unexpected things can happen to markets / companies all th…
Last week, Pershing Tontine (PSTH) announced late stage discussions to buy 10% of Universal Music (UMG) (just a few days after I called UMG my #3 targe…
It’s happening. A few days ago, I called UMG my #3 most likely deal target for PSTH. When I wrote that article, a lot of the pieces for a UMG deal fit …
On Tuesday, I posted My Top 10 PSTH targets. On the heels of that post, I got a lot of great feedback and a lot of suggestions for other companies that…
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