Event-driven / Special Situations PM
Joined June 2022
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Advanced Medical $AMS #AMS has massive EBIT ramp-up in next 12-18 months, deal very accretive for HB Fuller $FUL even paying 300p a share. Could also imagine $BDX or $IART buying AMS at 300 levels. That’s 45% upside.
Other strategic buyers submitting bids for $AMS $AMS.L #AMS Advanced Medical Solutions? @MarkKleinmanSky @bharringtonw11 think 300p could possibly get them there.
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absreturnchaser retweeted
Advanced Medical $AMS #AMS has massive EBIT ramp-up in next 12-18 months, deal very accretive for HB Fuller $FUL even paying 300p a share. Could also imagine $BDX or $IART buying AMS at 300 levels. That’s 45% upside.
Other strategic buyers submitting bids for $AMS $AMS.L #AMS Advanced Medical Solutions? @MarkKleinmanSky @bharringtonw11 think 300p could possibly get them there.
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Any good event-driven trades out there? Earnings don’t count, need hard catalyst. Ideally spins, break-ups, pre-event etc. - let’s compile.
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Other strategic buyers submitting bids for $AMS $AMS.L #AMS Advanced Medical Solutions? @MarkKleinmanSky @bharringtonw11 think 300p could possibly get them there.
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Risk the earnings decline or customer pulls the plug in $VISN? Odds residual business being taken over? By whom?
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Any traders from Jane Street on here? DM me.
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25 Jun 2025
Need google translate but good summary on USU Software. Target price €35-36.
Dividend alone is €14.50, stock still around €24. I expect a BO of the minorities and sale of consulting biz wouldn’t surprise either. divantis.de/auf-der-suche-na…
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I have read around 20 year-end letters from leading hedge funds which has prompted this thread on how NOT to publish letters to LPs:
1. Investor letters aren’t college essay competitions - not sure what has prompted letters to become way too inapprehensible and complicated.
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4. Show how the firm and processes have evolved over time, if things aren’t working in the ST. - plenty of SMs have been under pressure and as @DanielSLoeb1 said, only a disciplined kaizen approach and mentality let the fittest survive in the industry.
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16 Jan 2025
If you tell LPs that you keep everything unchanged, from people to processes, after a stretch of poor performance, you can essentially shut your fund.
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6 Dec 2024
Overheard Druckenmiller saying “find a mentor” as most essential starting/point of evolution as investor. Soros was obviously his. In 15 years I haven’t had the luck or opportunity to have any mentor, nor have 99.9% of HF friends. Is mentoring and finding one a thing of the 80s?
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15 Oct 2024
Met a lot of single manager CIOs/founders recently, and that section of the hedge fund industry is rightly in a dire state. Yes, performance has obviously been poor vs platforms, but a couple of takeaways of how Common sense and self-reflection are seemingly rare among SMs:
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5. Big, but so far missed, opportunities for SMs — There are plenty of strategies platforms don’t or can’t cover. Think of generalist, global, higher vol strategies. I am aware of the obvious caveats thereof; nevertheless, I still think that a well run SM has a great opportunity.
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Feel free to tag some of the last SMs standing out there. @BillAckman @DanielSLoeb1 @Carl_C_Icahn @TomSteyer
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