Active Portfolio Ideas: Mergers, Strategic Reviews, Asset Sales, and Litigation Opportunities
SPAR Group's merger with Highwire Capital faces delays, with a 26% spread to offer price and potential 30% nosedive. Kronos Bio's strategic review...
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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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Kronos Bio IPO. Gilead’s SYK Inhibitor Portfolio Will Boost The Pipeline
A clinical-stage biotech company Kronos Bio, founded by partners and executives from Two River Group, priced its IPO of ~13.1 million shares at...
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