Archive - Shade Research

British American Tobacco (BTI - BATS)

Another cigar butt with a free puff

Jun 22 •

May 2024

Solid Försäkringsaktiebolag (SFAB ST)

A mini Geico in the making

May 25 •

April 2024

A special situation with limited downside

Apr 29 •

March 2024

2023 Annual Report

A comeback and a rebrand

Mar 23 •

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 •

October 2023

We need to talk about Realty Income

Why I'm concerned

Oct 28, 2023 •

Ep. 5 - Jungfraubahn Holdings AG

Let's talk about this mountain railroad

Oct 21, 2023 •

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