Archive - Brian’s Substack

Borr Drilling ($BORR) 2030 Bonds – High-Yield Exposure to the Dreaded Offshore Category with Downside Protection

If you’re looking for a high-octane yield investment that doesn’t keep you up at night, Borr Drilling’s 10.375% senior secured notes due 2030 deserve a…

May 30 •

Angi (ANGI) – A Greenblatt-Style Spin-Off with Hidden Leverage and Insiders Betting Big

A Turnaround Story Hiding in Plain Sight

May 22 •

April 2025

Is Google the next Kodak?

We have a pretty strong point of view...read below

Apr 14 •

Finding calm in the storm - high quality real estate with a big margin of safety

High quality multifamily REIT asset trading at a large discount to NAV with some catalysts

Apr 10 •

February 2025

Seaport Entertainment Group (SEG): How To Invest Like a Hedge Fund Billionaire

Bill Ackman paid $25. You can get in for less. Here’s why that’s an opportunity.

Feb 26 •

Vistry ($VTY.L): This Thing Is a Mess - That's Why We're Buying

The Market’s Got This One All Wrong

Feb 12 •

Chegg (CHGG) - maybe we are crazy to bet that AI won't kill this company

This is an idea that is not for the faint of heart!

Feb 4 •

January 2025

December 2024

Amplify Energy Corp (AMPY): A Mispriced Energy Turnaround with Significant Upside

Amplify Energy Corp (AMPY) represents a classic value opportunity: a misunderstood, under-the-radar small-cap energy stock trading at a substantial…

Dec 17, 2024 •

This is Brian’s Substack.

Dec 17, 2024 •

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