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