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US Steel (X)
A special situation with limited downside
8 hrs ago
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Tiago Dias
2
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US Steel (X)
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March 2024
2023 Annual Report
A comeback and a rebrand
Mar 23
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Tiago Dias
5
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2023 Annual Report
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December 2023
An Announcement and a Break
I'll be back next year
Dec 9, 2023
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Tiago Dias
7
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An Announcement and a Break
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Japan Lifeline
A medical devices company at a fair valuation
Dec 2, 2023
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Tiago Dias
4
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Japan Lifeline
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1
November 2023
A look back at Activision Blizzard Inc.
The arbitrage opportunity has closed
Nov 25, 2023
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Tiago Dias
1
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A look back at Activision Blizzard Inc.
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Western Union Earnings - 2023 Q3
Returning capital to shareholders, now and forever.
Nov 18, 2023
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Tiago Dias
3
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Western Union Earnings - 2023 Q3
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1
An arbitrage play
The PXD and XOM merger
Nov 11, 2023
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Tiago Dias
3
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An arbitrage play
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Q3 2023 Review
A new play?
Nov 4, 2023
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Tiago Dias
4
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Q3 2023 Review
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October 2023
We need to talk about Realty Income
Why I'm concerned
Oct 28, 2023
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Tiago Dias
4
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We need to talk about Realty Income
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Ep. 5 - Jungfraubahn Holdings AG
Let's talk about this mountain railroad
Oct 21, 2023
•
Tiago Dias
1
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Ep. 5 - Jungfraubahn Holdings AG
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Jungfraubahn Holding AG
A railroad to the Top of Europe
Oct 14, 2023
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Tiago Dias
2
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Jungfraubahn Holding AG
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2
Time in the Market
No one likes to wait
Oct 7, 2023
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Tiago Dias
2
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Time in the Market
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