Bram de Haas
Contributor since: 2013
Company: Starshot capital b.v.
Vale: Trading At 2.71x EV/EBITDA And Returning Capital Aggressively
Bausch Health Companies: Equity Stub Would Benefit From Ambitious Spinoff
Shell: Trading At 4.7x Forward Earnings, Buying Back $6 Billion Shares, And A New CEO Incoming
Twitter: Recent Developments Favor Blue Bird, Potential 28.6% Upside
Why The Adobe Deal Isn't That Bad
Arch Resources: Great Balance Sheet And Very Strong Short-Term Prospects
Turquoise Hill: Rio Tinto Deal Seems Likely To Close, Spread Remains Wide
Peabody Energy: Shareholder Returns Should Ultimately Follow At These Prices
PDO: Enterprising Fixed Income Fund At A 3.46% Discount To NAV
Grindrod Shipping: Taylor Maritime Is Trying To Steal The Pot
Unilever PLC: Quality Business With Activist Representation
South Jersey Industries: A Juicy Merger Spread On A Small-Cap Utility
Resolute Forest Products: Merger Target With CVR Tied To Lumber Dispute
Biohaven: Non-Standard Merger Consideration Makes This A Buy
Royce Value Trust: Much To Like Except For One Thing
Palantir: Attractive Below IPO Price At 9x EV/Sales
Guggenheim Strategic Opportunities Fund Is A Fade At A 26% Premium To NAV
Star Bulk Carriers: Looks Too Cheap At 4x Forward Earnings
Peabody Energy: Cheap For A Coal Miner
Clipper Realty: Attractive New York Multi-Family REIT At A 4.58% Yield
BCX: At A 11% Discount To Net Asset Value, This CEF Seems A Tad Undervalued
Twitter Suit Undermines Musk's 'Termination' Of The Deal
TransGlobe Energy: Interesting All-Stock Arbitrage With 6.44% Spread
Navios Maritime Partners: Market Overly Pessimistic, Trading At A Discount
Pershing Square Tontine Holdings Is Winding Up
RIV: Strong Fund To Buy When The Time Is Right
Twitter: Elon Musk Likely Is Ultimately Going To Close The Deal
Vale: Attractive Valuation And Huge Buyback Program
Antero Midstream: Attractive Midstream Operator With 9.67% Yield
BHP Group: 12.9% Yield Set To Decline But Still Makes Sense To Some Investors
General Motors: Looks Quite Undervalued Due To Recession Fears
OPP: 2 Strong Firms Collaborated To Create Interesting Offering
San Juan Basin Royalty Trust: Prospective ~15% Forward Yield Is Attractive
FOMC Meeting: Powell Is Going After Headline Inflation
Why I Like Google's Mandiant Deal
Pershing Square Tontine Holdings: Wind-Up Seems To Be The Most Likely Scenario
Twitter: Don't Worry Too Much About The Snap Implosion
Magnachip: Rumors Of Letter Of Intent Near $25
Why Markets Aren't Looking Great Despite The Pain
Twitter: Musk Walking Or Obtaining A Price Cut Seem Like Unlikely Outcomes