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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Strategic Reviews, Liquidations, and Buybacks: Key Financial Developments in Biopharma, Real Estate
Kronos Bio (KRON) undergoes strategic review with 83% workforce reduction and CEO resignation, trading below net cash value.
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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Key Updates on EPIX, HLVX, PRKR, BOOM, VZIO, WOW, AVAP:L, LOGC, LFCR, DK
Essa Pharma (EPIX) halted pipeline development, launched strategic review, offering 21% upside to NAV/liquidation value by mid-2025.
150 Views
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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