A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Thematic (Sector/Industry)

<ul><li>Regular readers of this blog may know that I love tinkering with setups.</li><li>Recent profitable ideas of late have come from identifying mispriced situations primed for profit e.g. TDS-PV and FF .</li><li>Whilst a lot of focus in investing is on deep diving the fundamentals, the first easy pennies are often acquired via identification of a profitable set-up and thus, being able to identify profitable patterns is an important skill to hone.</li></ul>

Regular readers of this blog may know that I love tinkering with setups.Recent profitable ideas of late have come from identifying mispriced situations primed for profit e.g. TDS-PV and FF .Whilst a lot of focus in investing is on deep diving the fundamentals, the first easy pennies are often acquired via identification of a profitable set-up and thus, being able to identify profitable patterns is an important skill to hone.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

The Pershing Square USA / Equity Bottom-Up

<ul>
<li>The Berkshire Hathaway Playbook: Ackman plans to transform Howard Hughes into a Berkshire-style compounding machine, using real estate cash flows to fund and scale a high-return insurance arm.</li>
<li>Shift to Digital Activism: Moving away from aggressive corporate brawling, Ackman now utilizes X (formerly Twitter) as his primary medium to drive narrative, public sentiment, and market influence.</li>
<li>Venture Tech Valuations: Ackman evaluates high-multiple private megacaps like SpaceX and OpenAI as venture investments, focusing strictly on team, long-term opportunity, and structural market dominance</li>
</ul>


The Berkshire Hathaway Playbook: Ackman plans to transform Howard Hughes into a Berkshire-style compounding machine, using real estate cash flows to fund and scale a high-return insurance arm.
Shift to Digital Activism: Moving away from aggressive corporate brawling, Ackman now utilizes X (formerly Twitter) as his primary medium to drive narrative, public sentiment, and market influence.
Venture Tech Valuations: Ackman evaluates high-multiple private megacaps like SpaceX and OpenAI as venture investments, focusing strictly on team, long-term opportunity, and structural market dominance


Bill Ackman on All-In: The Next Berkshire? Executive Summary & Full Transcript

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

<ul><li>Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS).</li><li>Howard Hughes remains an attractive company that isn’t directly impacted by potential tariffs—aside from broader recession-related risks.</li><li>However, with Pershing Square attempting to take the company private, I don’t feel I have a clear edge in the current situation.</li></ul>

Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS).Howard Hughes remains an attractive company that isn’t directly impacted by potential tariffs—aside from broader recession-related risks.However, with Pershing Square attempting to take the company private, I don’t feel I have a clear edge in the current situation.

<ul><li>On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK).</li><li>On Friday, CompoSecure (CMPO) spun off its management company, Resolute Holdings (RHLD).</li><li>During the week, we got earnings from Howard Hughes (HHH) and Sunrise Communications (SNRE).</li></ul>

On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK).On Friday, CompoSecure (CMPO) spun off its management company, Resolute Holdings (RHLD).During the week, we got earnings from Howard Hughes (HHH) and Sunrise Communications (SNRE).

<ul><li>I want to use my introduction to provide some comments on Howard Hughes (HHH).</li><li>Bill Ackman’s Pershing Square Capital Management has disclosed a new offer related to Howard Hughes.</li><li>The proposal is that Pershing Square Capital Management purchases 10 million newly issued shares at $90 each, totaling $900 million, which would increase Pershing Square’s stake from 37.6% to 48%.</li></ul>

I want to use my introduction to provide some comments on Howard Hughes (HHH).Bill Ackman’s Pershing Square Capital Management has disclosed a new offer related to Howard Hughes.The proposal is that Pershing Square Capital Management purchases 10 million newly issued shares at $90 each, totaling $900 million, which would increase Pershing Square’s stake from 37.6% to 48%.

Weekly Update (SNDK, LBTYA, MRP, HHH, GTX)

United States

Howard Hughes Holdings Inc. operates as a holding company. The Company, through its subsidiaries, owns, manages, and develops commercial, residential, and mixed-use real estates. Howard Hughes Holdings serves customers in the United States.

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Howard Hughes Holdings (HHH US)

A trading framework: Calling the recoil

Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced...

Acid Investments

Bill Ackman on All-In: The Next Berkshire? Executive Summary & Full Transcript

The Berkshire Hathaway Playbook: Ackman plans to transform Howard Hughes into a Berkshire-style compounding machine, using real estate cash flows...

William Keating

[Alert] Sell Howard Hughes (HHH)

Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS). Howard Hughes remains an attractive...

Richard Howe

Weekly Update (MIDD, SNDK, RHLD, SNRE)

On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK). On Friday, CompoSecure (CMPO) spun off its management...

Richard Howe

Weekly Update (SNDK, LBTYA, MRP, HHH, GTX)

I want to use my introduction to provide some comments on Howard Hughes (HHH). Bill Ackman’s Pershing Square Capital Management has disclosed a new...

Richard Howe

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