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March 2024

16. Cummins split off of Atmus Filtration Technologies
Split off arbitrage. Short but sweet post.
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Nicoper Note's
7

February 2024

15. Topicus value shortcut, Terravest source of maintenance capex and cash available for distribution
Some interesting data from my latest analyses
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Nicoper Note's
14. MBB SEE: Odd lot opportunity
Odd lot arbitrage opportunity due to tender offer for 10% outstanding shares buyback
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Nicoper Note's
4

November 2023

13. Topicus - Value shortcut
Overview of my current information on Topicus, including latest valuation
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Nicoper Note's
7

September 2023

12. Constellation Software Series I Debentures Offer Rights
Short take on an attractive rights offer spread opportunity with asymmetric payoff
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Nicoper Note's
2

August 2023

11. Mader Group: First Note
Alternative scenarios for Mader Group development and valuations
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Nicoper Note's
2

February 2023

(V) Markel Corporation: Calculating The Mathematical Value
Modified approach to calculating the simple current value of Markel originally published on Seeking Alpha, plus a special addition.
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Nicoper Note's

December 2022

10. Markel Corporation: Insurance and Investment Portfolio – Valuation Through Float
Exploration of the idea of valuing Markel insurance and investment segments using the concept of float
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Nicoper Note's
2

November 2022

9. Synchrony Financial: Preferred Choice
Analysis that preceded one of my latest investments.
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Nicoper Note's
1

October 2022

8. Peak Bancorp acquisition by BAWAG AG
Workout situation resulting from BAWAG AG expansion in the USA and acquisition of Peak Bancorp, Inc.
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6
7. Markel Corporation: Drivers of value
My reflections on the mathematical value concept by Tom Gayner
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10
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