Nicoper’s Notes
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31. BFF Bank: A Scenario
Late night thought turned into a note and speculation on near term future. I view it as a special situation, but it can develop beyond that.
Nov 7, 2025
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30. Lennar Corporation exchange of shares for Millrose Properties
Short (and long). Actionable.
Oct 14, 2025
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29. Portfolio updates - July 2025
It was vacation season.
Aug 13, 2025
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17. Pinetree Holding: Special situations vehicle of Leonard family
Apr 17, 2024
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13. Topicus - Value shortcut
Nov 21, 2023
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25. Pinetree: FY 2024
Mar 4, 2025
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11. Mader Group: First Note
Aug 3, 2023
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7. Markel Corporation: Drivers of value
Oct 2, 2022
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22. Own portfolio updates - November 2024
Nov 28, 2024
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28. Portfolio updates - May 2025
Overview of my portfolio activities for past two months
Jun 1, 2025
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27. Urban Logistics acquisition by LondonMetric Property PLC
M&A spread opportunity
May 19, 2025
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26. Portfolio Updates - March 2025
Overview of my portfolio activities for past two months
Mar 29, 2025
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25. Pinetree: FY 2024
Pinetree valuations. Article is paywalled until I make some decisions. If you had investment exchanges with me, and subscription is too much for you…
Mar 4, 2025
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24. Portfolio updates - January 2025
Overview of my portfolio activities for past two months
Jan 29, 2025
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23. Penneo AS acquisition by Visma
Risky speculation, and not a merger arbitrage.
Jan 2, 2025
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22. Own portfolio updates - November 2024
Overview of my portfolio activities for past 2 months
Nov 28, 2024
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Nicoper’s Notes
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