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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Trip.com (TCOM) - Worth a Little More than EXPE or Much More?
This will be another quick idea flag and different from the typical cheapish-catalyst type situations I have often written about.
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Another Few Quick Attractive Ideas (PCG, HON)
Whilst this is not a macro prognostication blog, I want to digress a little and state my view that underappreciated sectors over the past year or...
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Thanksgiving musings: What's done extremely well over the last year???
If anyone remembers, in the spring of last year, we had a banking crisis - multiple bank-runs that led to the some of the largest bank failures in...
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Finding a bargain in Five Below (FIVE)
Five Below is a value-based specialty retailer selling trendy items catered for children and teenagers; think Dollar General but larger stores,...
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