A Capital
@ACapitalLP
Investor // Global Special Situations
Once again there is movement in Exor $EXO.AS the holdco of the Agnelli family. The family is said to be mulling the sale of Iveco to Tata Motors. The company is already in the process of carving out its defense business for sale or spinoff. Exor currently trades at a discount of…
Trump sets new deadline of '10 or 12 days' for Putin to agree to Ukraine deal. $CCIR $KYIV $VEON bbc.com/news/live/c5y0…
The $HESM / $CVX trade seems like a clean carry + event trade - what am I missing?
Q: When the $CRWV lockup expires and selling pressure hits, $CORZ trades down on the ratio. Does that spark a revolt? Do shareholders push for a bump or scrap the deal entirely? With the lockup out of the way, is $CORZ a year-end rip?
$CORZ $CRWV Some Core Scientific holders may vote against CoreWeave deal - CNBC's Faber earlier seekingalpha.com/news/4472219-s…
Amazing run on $VEON but the company seems now ahead of $CCIR $KYIV in terms of valuation. In a month, Veon is up 38% whereas $CCIR is down 1%. I would expect Kyivstar to lead performance going forward with the upcoming spac merger vote on Aug 12th.
⚡️News: $GNW PR during News Halt on Jul. 25 2025 Genworth Issues Statement on Favorable Ruling for AXA in UK Payment Protection Insurance Case
If you’re in the P&L business, don’t gaf what anyone thinks. Head down and grind. Thank you for your attention to this matter.
What’s the trade in $CORZ? Isn’t there some floor for value given the lease (even if the deal breaks)?
There is nothing quite like sitting for 12+ hours and then electing to walk 30+ blocks just to get them juices flowing. Know what I mean?
Sorry, not sorry. No matter how old or experienced I get, I will always love the grind…
Who still like $OCI here?
seven special sits I like: $OCI - net net liquidation* trading at 70c on net cash, plus 1 remaining asset worth >$5/share likely to be sold this year. Ppl worry this will become perma discounted holdco with dumb investments, but I'm pretty sure all cash will be div'd back NTM.
$RIOT: better asset, worse management team $IREN: worse asset, better management team
$fnma $fmcc You think he cares about conservatorship precedent set under the Obama admin? And you’re aware he’s going to allow you to buy Dogecoin in your 401k? …………. And you still think he’s going to send Fannie / Freddie’s shares plummeting to perpetuate Obama’s theft?…