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lumpyinvestor.blogspot.com

The Lumpy Investor

A source for creative investment ideas and insightful comments on the financial markets.

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The Lumpy Investor | lumpyinvestor.blogspot.com Reviews
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A source for creative investment ideas and insightful comments on the financial markets.
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The Lumpy Investor | lumpyinvestor.blogspot.com Reviews

https://lumpyinvestor.blogspot.com

A source for creative investment ideas and insightful comments on the financial markets.

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1

The Lumpy Investor: Update on Norilsk Nickel

http://lumpyinvestor.blogspot.com/2011/11/update-on-norilsk-nickel.html

A source for creative investment ideas and insightful comments on the financial markets. Friday, November 4, 2011. Update on Norilsk Nickel. After two harrowing weeks of waiting for the tender to go through, I am pleased to report that the cash finally hit all three of my accounts this morning. While there was much skepticism on whether the tender would go through (not least by yours truly! For all those interested, here is a great article ("Bread Line or Stock Sale"). November 5, 2011 at 3:21 PM. Yeah, ...

2

The Lumpy Investor: Pharmasset - Interesting Merger Arb Candidate

http://lumpyinvestor.blogspot.com/2011/12/pharmasset-interesting-merger-arb.html

A source for creative investment ideas and insightful comments on the financial markets. Sunday, December 11, 2011. Pharmasset - Interesting Merger Arb Candidate. For background on the company and the hepatitis-C market. Gilead has recently announced a tender offer to acquire Pharmasset's outstanding shares ( click here for details. So why is Pharmasset trading well-below the offer price given the high likelihood of the deal closing within the next month? Firstly, I think investors are spooked by the mas...

3

The Lumpy Investor: March 2011

http://lumpyinvestor.blogspot.com/2011_03_01_archive.html

A source for creative investment ideas and insightful comments on the financial markets. Tuesday, March 8, 2011. Oil Exports by Country. Sunday, March 6, 2011. Oil Markets and the Arab Unrest. With the price of a barrel of Brent crude around $115 (and peaking at $120) and West Texas Intermediate crossing $100, I thought this article from the Economist ( "The Price of Fear. Provides an excellent overview of what is going on in the oil markets. Subscribe to: Posts (Atom). Subscribe To Lumpy Investor.

4

The Lumpy Investor: August 2011

http://lumpyinvestor.blogspot.com/2011_08_01_archive.html

A source for creative investment ideas and insightful comments on the financial markets. Tuesday, August 9, 2011. China's Ghost Cities and Malls - Excellent Video. Here is a great video documentary ("China's Ghost Cities and Malls"). While I will readily concede that I have never been to China and my thesis rests squarely on third party research and information, the multitude of articles written and videos produced over the last few years, provides compelling evidence that the growth in China’s rea...

5

The Lumpy Investor: December 2010

http://lumpyinvestor.blogspot.com/2010_12_01_archive.html

A source for creative investment ideas and insightful comments on the financial markets. Tuesday, December 28, 2010. Here is a good op-ed in today's Wall Street Journal ("China's Real-Estate Frenzy"). Here are some other good highlights from the article:. Last week I sold an apartment in Beijing for more than 2.5 times what I paid for it five years and three months ago [more than a 20% IRR! Thursday, December 23, 2010. Germany Not Immune to Europe’s Contagion. Nonetheless, the whispers are starting again...

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A source for creative investment ideas and insightful comments on the financial markets. Wednesday, April 25, 2012. Interesting Rights Offering Opportunity. As of the close of business on April 25. Lets take a simple example to see how I arrive at the 6% net return. Step 1: Buy 1,000 shares at $11.47 = $11,470 upfront investment. Step 2: Subscribe to the rights offering, which will entitle you to buy 290 shares at US$8.48 = Additional investment of $2,459. Step 3: Immediately sell all 1,290 at the prevai...

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