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6

February 2023

Short article on an interesting situation. Orion Engineered Carbons (“Orion”) is valued as a commodity business, yet half of its earnings come from a…
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3

January 2023

2022 was an interesting year for DigitalBridge (“Digital” or the “Company”) with strong performance of their portfolio companies (for the most part), a…
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2

December 2022

It’s an interesting time to take a look at eDreams. In the last two months, we had an outstanding Q2 print, which shows the Prime subscription strategy…
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November 2022

It was no front page news that this was going to be a bad quarter, not only did the President telegraph it at a recent investor conference, but also, it…
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Today’s news of the settlement between Ammo Inc. and The Urvan Group was welcome news. Delaying this only enriched the proxy contest defense advisors of…
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2

October 2022

In the last couple of months, several issues have come to light regarding Ammo Inc. (“Ammo”) including: a possible undisclosed related-party…
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I think it is a good time to revisit eDreams given that they will soon have the anniversary of their 2021 Capital Markets’ Day, where the company…
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September 2022

Unpacking and Challenging Ammo Inc.’s Separation Plans Ammo Inc. issued a press release on August 15th (see here…
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I first became aware of Ammo Inc. (“Ammo”) after reading Brandon Beylo’s article on it last year…
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Texas Pacific Land Corporation - A Remarkable Company with Abhorrent Governance. Texas Pacific Corporation Is a 100+ year old company, which started out…
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2
Archaea Energy is one of the more interesting companies in the renewable energy space. Before getting into why this is the case, let us start with a…
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