2013 Review

A very quick review of the ideas presented on this blog:

RiskArb –

All deals presented closed thankfully. Deals include DELL, NXY, and SPRD

Value –

IMOS & BP worked quite well

GCOM was eventually taken over

ATNY is about unchanged and still bullish

BPY has been a very poor performer but still bullish based on discount to Book Value.

2013 Review

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s