Shares of Steel Excel are trading well below the value of the merger consideration they will receive when the company is taken over by its majority owner, Steel Partners LP. On December 7, Steel Partners announced an agreement to acquire … Continue reading →

Alluvial Fund, LP is now accepting limited partners. I can’t say much more about it here, but please contact me if you are interested. The last few years have seen a stunning decline in the value of the Mexican Peso, … Continue reading →

Quick note: I’ll be in Midtown NYC from December 5-7. I’d be happy to meet up with anyone interested in knowing more about Alluvial’s soon-to-be-launched private partnership, or any blog reader. Get in touch. I believe shares of Coats Group … Continue reading →