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28. Portfolio updates - May 2025
Overview of my portfolio activities for past two months
Jun 1
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Nicoper's Notes
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28. Portfolio updates - May 2025
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May 2025
27. Urban Logistics acquisition by LondonMetric Property PLC
M&A spread opportunity
May 19
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27. Urban Logistics acquisition by LondonMetric Property PLC
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March 2025
26. Portfolio Updates - March 2025
Overview of my portfolio activities for past two months
Mar 29
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26. Portfolio Updates - March 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
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25. Pinetree: FY 2024
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January 2025
24. Portfolio updates - January 2025
Overview of my portfolio activities for past two months
Jan 29
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24. Portfolio updates - January 2025
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23. Penneo AS acquisition by Visma
Risky speculation, and not a merger arbitrage.
Jan 2
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23. Penneo AS acquisition by Visma
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November 2024
22. Own portfolio updates - November 2024
Overview of my portfolio activities for past 2 months
Nov 28, 2024
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22. Own portfolio updates - November 2024
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21. Trubrige Inc: Second time around
Attempt on valuation(s), based on my subjective interpretation of the management communication.
Nov 12, 2024
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21. Trubrige Inc: Second time around
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October 2024
20. Trinity Exploration acquisition by Lease Operators Limited
Illiquid spread on an acquisition transaction
Oct 22, 2024
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20. Trinity Exploration acquisition by Lease Operators Limited
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19. Pinetree NAV, tracker and valuation based on Q2 2024
Short update on Pinetree portfolio and the quick take on Trubridge - their currently and historically largest holding by cost basis
Oct 18, 2024
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19. Pinetree NAV, tracker and valuation based on Q2 2024
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June 2024
18. Topicus implied return, CI Financial and Monster Beverage Odd-Lots
Collection of data from my own tracking models for Topicus and some odd lot opportunities I took part in.
Jun 4, 2024
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18. Topicus implied return, CI Financial and Monster Beverage Odd-Lots
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April 2024
17. Pinetree Holding: Special situations vehicle of Leonard family
Capital gains tax shielded special situations' investment facility of Leonard family (Constellation Software). Attempts at valuations included.
Apr 17, 2024
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17. Pinetree Holding: Special situations vehicle of Leonard family
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