Weekly Update (CMCSA, CTVA, NATL)
Many market participants have been ringing the alarm bells about an AI bubble and froth in the market. I think they have a point. The market is not...
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NCR Atleos: From High-Conviction Holding to Merger Arbitrage
In February, Brink’s agreed to acquire NCR Atleos for total consideration of $50.40 per share comprised of $30 in cash and 0.1574 shares of BCO...
356 Views
Weekly Update (NATL, STRZ, LBTYA)
This week brought sharp volatility after Citrini Research’s viral Substack post outlining a dramatic AI-driven “doomsday” scenario that helped...
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NCR Atleos – Growth at a Value Price
NCR Atleos (NATL) is a 2023 spin-off that is focused on the ATM market. It is benefiting from banks outsourcing their ATM operations which is...
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Weekly Update (Q, IAC, ANGI, LION, SNREY)
Dupont (DD) spin off its electronics business, Qnity (Q), early this week. DQnity will be one of the world’s largest pure-play electronic materials...
439 Views