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I love stonks and I love rambling.
Feb 6, 2023 • N.R98
New special sit idea from down under: Shriro (ASX:SHM)
*Note this idea falls on the illiquid side
Jan 6 • N.R98
2025: a year in review
Cut your weeds, DO LESS, explore more
Dec 20, 2025 • N.R98
Random thoughts on markets (CNC), arbs (GRND) and liquid cooling (SOLS, 3393.HK)
And maybe some water
Nov 25, 2025 • N.R98
New special sit (SSPG.LN) and updates on other risk arbs (AQZ, FWRD, GRND)
Some good, some bad
Nov 13, 2025 • N.R98
Spin-off to consider - Solstice (SOLS) - potential nuclear/AI play?
Boring specialty chem play with nuclear/AI icing
Nov 2, 2025 • N.R98
Some quick special situations to check out - Alliance Aviation and Grindr (AQZ.AX, GRND)
market on knife's edge.. but still some eventy value to be found
Oct 14, 2025 • N.R98
Wasion (3393.HK) - Transformational contract with DayOne?
An ORCL/Bytedance CAPX play
Sep 29, 2025 • N.R98
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Acid Investments
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