Part 2: What Could Go Wrong at Chagee (CHA)
Chagee currently trades around ~31 (doing extremely poorly on a good day), and at the bottom of its recent trading range; there is no analyst...
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Flagging a Recent IPO - Chagee (CHA) - Orphaned Security Trading at a Large Spread to Peers
As Peter Lynch famously promulgated, one really fun thing about investing is noticing trends, “flowers” that are blooming around you, and finding...
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Quick Takeout Idea: Dalata Hotel (DHG.IR) - Probably Gets Sold Soon
Dalata Hotel recently announced a formal sales process. Last few days have been really busy ;ppp and I’ve been using time on the road to conjure my...
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A quick musing on proforma DLTR
This is a quick note, the news came out after my work so I’ve had to chuck my dinner and spend the rest of my evening doing up the numbers.
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Amentum (AMTM) - Well Telegraphed Secondary Sale Provides a Dislocation Opportunity
In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber & Intelligence...
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