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Trade Idea: Paying up for PayPal

PayPal Inc. (PYPL US) the fintech or digital payments company is currently “in play” following news that Stripe, and Advent International are looking to buy the company at $60.50 per share. Fundamental analysis reveals that the stock is heavily mispriced and undervalued. The question remains whether the board will be able to squeeze out what they deem is value for the company and its shareholders. We analyze if it is possible to take advantage of the current trade setup.

Portfolio Update: Actively Passive Investing

We close the month with the portfolio narrowly beating the index by 9bps since inception. With the FIFA World Cup looming, I reckon there are potential runners in the bag which will help the portfolio.… 

Portfolio Update: February 2025

Update for the month of February 2025. New positions include BMBL, TGI, VSTS. TD and KLG Puts closed out. No major long term changes to the portfolio Marketable Securities The top 5 marketable securities held… 

Portfolio Update: January 2025

Update for the month of January 2025. New positions include SUM, ATSG, HOG Puts (Short), along with commentary on the HOG thesis, the missed ATSG investment (currently in play as a merger arbitrage deal), and… 

Portfolio Update – YE 2024

A quick update of the portfolio that I have been managing since Aug 2024. The portfolio is primarily asset class agnostic and focuses on long-only investments with an occasional short bias, with a focus on…