Sell Millrose Properties
I’m closing out my LEN/MRP odd lot trade recommendation and will be selling my MRP shares. The total return if you took advantage of the odd lot...
182 Views
Weekly Update (NVRI, MRP, IAC)
One market sector that hasn’t been lifted by the AI narrative is the oil and gas industry. Enviri Corporation (NVRI) announced on November 21,...
254 Views
Thyssenkrupp Marine Systems (TKMS) Spin-off Deep Dive
On October 30, 2025, Thyssenkrupp AG (TKA) spun off 49% of its stake in its naval/-marine defense-systems business, TKMS AG & Co. (TKMS).
318 Views
Weekly Update (MEDXF, MAGN, LEN/MRP, MODG)
Comcast (CMCSA) announced in late 2024 that it would spin off a bundle of its traditional U.S. cable networks and related digital properties into...
157 Views
New BD Looks Cheap But I’m Not Ready to Buy (Yet)
In Q1 2026, BDX will merge its Biosciences & Diagnostic Solutions segment to Waters (WAT). BDX will receive $4BN in cash and 0.14 WAT shares...
174 Views