News

Update on BMY CVRs – Post liso-cel announcement

I should have held off a few hours before publishing yesterday’s update.

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BMY RTs – Update on SumZero.com December 7, 2019

12/7/19 Why the BMY RT CVR’s traded up 10% in the after-hours on Friday, December 6 and why I expect them to be materially higher by the COB on Monday, December 9 Friday after the close, Bristol-Mye…

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BMY RTs for SumZero.com – November 2019

11/25/19 Idiosyncratic, 100%+ in 4-month return opportunity – buy the BMY RT Contingent Value Rights (CVRs) for a likely double by end of March 2020 and potentially much more significant gains b…

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Abbvie Part II: Buy ABBV for a Multi-Year 30%+ Compounder – September 23, 2019

9/23/19 Abbvie Part II: Buy ABBV for a Multi-Year 30%+ Compounder “As a general thing, I’ve always been drawn to characters who appear to be one thing on the surface, but are actually something el…

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FTIA and the Sohn Investment Conference in NYC

Exciting news item related to FTIA and the Sohn Investment Conference in NYC.

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