Archive - Shade Research

2024 Annual Report

Jan 4 •

October 2024

Jackson Financial (JXN)

Buying a dollar for 50 cents

Oct 20, 2024 •

June 2024

British American Tobacco (BTI - BATS)

Another cigar butt with a free puff

Jun 22, 2024 •

May 2024

Solid Försäkringsaktiebolag (SFAB ST)

A mini Geico in the making

May 25, 2024 •

April 2024

A special situation with limited downside

Apr 29, 2024 •

March 2024

2023 Annual Report

A comeback and a rebrand

Mar 23, 2024 •

December 2023

An Announcement and a Break

I'll be back next year

Dec 9, 2023 •

A medical devices company at a fair valuation

Dec 2, 2023 •

November 2023

A look back at Activision Blizzard Inc.

The arbitrage opportunity has closed

Nov 25, 2023 •

Western Union Earnings - 2023 Q3

Returning capital to shareholders, now and forever.

Nov 18, 2023 •

An arbitrage play

The PXD and XOM merger

Nov 11, 2023 •

Nov 4, 2023 •

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