Opinions/Thoughts

Articles about my opinion on various topics dealing with the markets, industries, or companies.

Twitter Merger Arbitrage Very AttractiveWhy Twitter has all the chips in the battle with Elon
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Petco Vital Care Economics Fueling GrowthWhy this service offering from Petco makes sense for any dog or cat owner
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M&A Trade Idea Returning ~70%?Why Microsoft's deal to acquire Activision has plenty of money left on the table
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In a hot private capital market, it seems like valuations have become really disconnected
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Amazon Buying Peloton? Here's The Case For Both SidesAmazon has a history of acquisitions, so is there validity in this rumor?
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Looking back at a tough year and what I'm thinking for 2022
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Why Tesla's size makes absolutely no sense but betting against it would be futile
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