SSI Weekly Newsletter: Portfolio Exits, Strategic Updates and Key Developments
Benson Hill exited after a +100% share price spike, despite a 38% loss; concerns over cash and buyout proposal persist. Marlowe position closed...
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Event-Driven Updates: BHIL's Widening Spread, MSTR's Short-Seller Impact
Benson Hill's share price decline amid no management updates raises concerns of potential buyout failure and urgent funding needs.
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SSI's 2024 Review: Portfolio Underperformance, Event-Driven Strategies, and Lessons from Losses
SSI's Tracking Portfolio ended 2024 with a -1% return, hindered by cash holdings and significant losses in MSTR, BHIL, and BOOM.
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SSI Weekly: Galaxy Gaming Acquisition and Other Portfolio Updates
Galaxy Gaming is being acquired by Evolution AB for $3.20/share, with a 17% spread and minimal regulatory hurdles. Other updates follow.
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Analyzing Active Portfolio Ideas: Antitrust, Asset Sales, Arbitrage, and Litigation Opportunities
VIZIO faces antitrust concerns with Walmart acquisition; FTC scrutiny and potential challenges could impact deal closure and stock price.
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