A quick overview
This week, IAC’s Dotdash announced a deal to buy Meredith for ~$2.7B. I’ll be honest: I’m a little annoyed I missed the deal (i.e. I didn’t have a posi…
A few weeks ago, I posted on the shenanigans at TMC. I’d encourage you to read the whole article for a full background, but is the company went public …
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,…
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…
At the start of the week, I had lots of conversations with people worried about Evergrande defaulting and the possibility of contagion. By the end of t…
In early July, I called Altice the “best” large cap stock. Since then, the stock has done one thing: go straight down. Today, the stock is gapping down…
I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC sp…
See all