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Flash | easyJet Board Recommends 690p Offer, Merger Arb Spread Sits at 13%. Too Wide?
Castlelake put forward a (fifth) offer at 690p / share which finally garnered enough support for the Board to recommend.
Jul 7
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Weekly | Can You Still be a Stock Market Genius? Grading the Spin-Off Class of H1 2026
Welcome back!
Jul 5
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Deep | Solaria: Valuing this Powered Land Bank Platform in a Grid-Constrained Europe
Breaking down the valuation drivers as Solaria transitions from price-taking solar developer to energy infrastructure platform selling time-to-power
Jul 4
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Flash | Klarna vs. Google Verdict is In: $1.97B
Quick note on the verdict that just came through on Klarna.
Jul 1
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June 2026
Flash | Quick Thoughts on Honeywell Valuation Post Spin-Off
Yesterday Honeywell completed the spin-off of its Aero Technologies division trading under the new ticker $HONA.
Jun 30
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Weekly | Mind the Gap in UK M&A, Alt GPs Back on the Menu?
+ the week ahead
Jun 28
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Deep | Klarna’s Free $9B Option on Google
On Friday 26th June Swedish courts will render their verdict on a litigation amount with a face value in excess of Klarna's entire market cap
Jun 25
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Weekly | The $MSTR Layer Cake, $SATS Spectrum Auction 113 Read-Across
Michael Saylor went on record this week talking about how he designed STRC using AI. We can picture the prompt:
Jun 21
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Weekly | Volatility Galore, $SATS Rollercoaster, Post-Catalyst Investing
We have seen some incredible two-way volatility over the past 6-7 trading days with the chance to opportunistically add to and trim several names:
Jun 13
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Deep | easyJet vs. Castlelake: Put Up or Shut Up
Why a Castlelake bid is still far from being fully priced in
Jun 8
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Weekly | State of the IPO Market, Tactical Considerations, $HONA Spin-Off Incentives
After a monster +32% run in the span of 60 days, the NASDAQ dipped -4.8% on Friday accompanied by a surging VIX which was +40% on the day.
Jun 7
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May 2026
Weekly | Apollo & Anthropic Jumbo deal, Klarna Free Option, $HON Quantinuum IPO
Apollo, Blackstone & Anthropic Jumbo Deal on TPU Chips
May 31
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