A quick overview
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Calumet (CLMT) is a name I’ve struggled with for a while. I’ve been following it for years, and always been tempted to write it up. But I’ve always held…
Tulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive…
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David Bastian from Kingdom Capital discusses his thesis on UNTC (one of my current favorites; it is an illiquid pink sheet stock despite a reasonable…
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Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
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Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
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Chris DeMuth joins the podcast to discuss the state of the markets in July 2022 and what’s catching his eye in event driven land, including an update on…
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Monday night, we finally got the long awaited Shell Midstream (SHLX) bump. The final deal terms call for unitholders to receive $15.85/unit plus…
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Yet Another Value Blog