100+ Tax-Free Municipal Bond Funds Trading at Discount to Net Asset Value (NAV)

YCA: Uranium Closed End Fund Arbitrage (Published in 1Q22 for Subs @15% disc to NAV, up 30% since)

Nielsen Agrees to be Acquired by PE Consortium for $28/share (originally published in 1Q22 for subs)

SV / NuScale Nuclear SMR Company (Published 1Q22 as NAV SPAC)

LPL Financial (LPLA): Highly Levered Exposure to Front End of Rate Curve (Published 1Q22 to subs)

Microsoft Offers $69 billion cash ($95/share) for Activision Blizzard (15% Arb Spread, Part 1)

ZIM Valuation Model + Dividend Expectations

What will Powell do (WWPD) on December 14-15th?

SPAC Catalyst: $JOBY Aviation (published 9/2/21)

SOHU Special Situation SOTP Model and Analysis

SoFi Deep Dive (20 pgs), Sources of Upside (Galileo, National Bank Charter) & Valuation Analysis

What should we expect from the Federal Reserve on Wednesday, June 16, 2021?

SPACS: What Do Historical Returns Look Like Post De-SPAC?

Inflation's Impact on Financial Assets

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