Catalyst-Driven Investing

Show Me the Incentive

Corporate actions are not random. They are incentives made visible.

Recent posts

The Rise of the Lotto Ticket Investor

Pattern Recognition

Nov 28, 2025•A Capital

Kodak’s Big Snap: From Shuttered Past to a Focused Future (KODK US)

Unlocking Value from Kodak’s Overfunded Pension

Dec 15, 2024•A Capital

Update: Nebius (NBIS US) Secures Strategic Investment Led by NVIDIA

Strategic Funding to Accelerate GPU Buildout

Dec 3, 2024•A Capital

Quick Idea: Nebius Group (NBIS US)

From (Outside the Borders of) Russia With Love

Nov 24, 2024•A Capital

Commentary: Shaping Markets: The Role of Narrative Perception

Recently, I conducted an in-depth analysis of a complex, event-driven equity situation where the entire structure of the company shifted, creating a…

Nov 3, 2024•A Capital

Quick Idea: NextDecade Corp. (NEXT US)

Legal & Regulatory

Oct 27, 2024•A Capital

Commentary: What's in a Name? Everything Apparently.

On January 31, 2021, Elon Musk tweeted: “On Clubhouse tonight at 10 pm LA time". This tweet set off a frenzy among Musk’s followers to find out exactly…

Oct 27, 2024•A Capital

Commentary: Event Volatility

Historically, investing involved a deep dive into fundamental analysis—examining a company’s products, financials, and management to make informed…

Aug 17, 2024•A Capital

Quick Idea: OCI N.V. (OCI AS)

Value + Catalyst

Apr 1, 2024•A Capital