TAM-Out Time & the Precarity of Supply
9
A deeply undervalued post-spin off play on energy security and the energy transition offering ~150% upside
4
2
PE Betting On Stagflation | Fink On Food Prices | Saipem Sell-Down
10
Inflation, Recession & Commodities | Special Situation Opportunities
10
Commodities Rolling Over Into A Recession? | Klarman Interview
6
End of Quarter Review
2
2
Market Valuation & Recessionary Rhymes | Essentra Plc | High Yield Credit Spreads
8
1
ATOS split | Druckenmiller, Inflation and Bankruptcies
6
See all

Value Situations