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Burner Account. Spend all day on Edgar. Event Driven. Reading the tea leaves.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest issues
Dingdong (Cayman) Limited ($DDL) (opens the original)
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TLDRThis one might not be to everyone’s taste. In fact, I’ve literally only seen one person tweet about the stock this year. Chinese stocks are disliked by many & ignored by most, for a multitude of reasons. Among them, awful corporate governance, fraud, distrust of VIE structures & most of all, the Fear Of getting Gazprom’ed ! Thanks !On Feb 5th, 2026 Dingdong agreed to sell its China business to Meituan for $717m in cash. But Dingdong can also pull $280m out of the China sub.<a class="footnote
Nano Dimension Ltd. ($NNDM) (opens the original)
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TLDRNano Dimension has been an abject disaster of a company. Since inception, the company has raised over $1.6bn. The current market cap is ~$324m.1 The difference has been squandered on ill thought out adventures & legal fees. After three years of activism, Murchinson Ltd. has taken control of the board & has a large incentive to monetize the remaining business, cash balance & listed shell. As of June 30, Nano has $433m of cash, cash equivalents & listed equity securities. The discount to cash
M&F Bancorp, Inc. ($MFBP) (opens the original)
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TLDRM&F Bancorp Inc. is being acquired by Optus Financial Corporation for up to $53.30 in cash - consisting of $46.57 at closing & up to $6.73 contingent on the bank repurchasing certain preferred stock.1 The stock trades ~$47.45 & the transaction is due to close Q4. So, right now, you’re paying <$1 for the contingent portion. That certain preferred stock is very likely the $80m Investment from the U.S Treasury as part of the ECIP. Interestingly, in Jan 2025, the company announced in a PR that t
The E.W. Scripps Company ($SSP) (opens the original)
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DisclaimerOk, so before we begin, I think this one is super interesting - but it’s got a ton of hair on it, so caveat emptor, big boy pants on here - all that jazz. This is a highly levered, melting ice cube, controlled company, equity stub ! All the good stuff. Sounds great - right ? If you’re still reading this - Les-Goooo !<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!7lkM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s
InMode Ltd. ($INMD) (opens the original)
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TLDROk, here’s a new one for you deal junkies after the wknd. I've seen very little chatter about it bar a few posts on Twitter. At first glance, this is just another CEO proposing to take his company, InMode, private for $16.20 a share, a 20% premium. But, if you look a little closer, it’s one of the more cheeky (read: nonsense) attempts I have seen in a while. That doesn’t mean it won’t succeed, though, the market was not pricing it like a done deal. Steel Partners got the ball rolling in Jan
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