A Norwegian dynasty backs its fintech horse and a Spanish tycoon wades into reinsurance. Meanwhile, a Houston activist's arrival in rare earths signals that the real games are about to begin.
tradesofnote.com/newsletter
Forget the summer doldrums; real money is moving with conviction. This week’s action reveals specialist plays in reinsurance and energy, plus a major new stake from the quiet giants at Silchester.
tradesofnote.com/newsletter-202…
The summer break is clearly cancelled as activists circle their targets and insiders double down. This week’s menu is a feast of takeover bets, turnaround plays, and profound strategic conviction.
tradesofnote.com/newsletter-202…
This week: A Singaporean VC makes a surprising wager on chess, while a formidable activist doubles down on education. We also spy a pure arbitrage play and a US fund's debut UK gambit.
tradesofnote.com/newsletter-202…@merenzon@FedeRiggio87
This week, serious money whispered its intentions. A metals giant corners its lithium target while a new Blackstone-backed fund takes its first UK scalp, signalling major catalysts to come.
tradesofnote.com/newsletter-202…
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908 Followers 602 FollowingIt’s pronounced Patchy!
UK investor with 20+ experience. Chartered Engineer when not buying or selling.
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