Profile: Aperam

Thesis Special situation: Spin-off Timeframe: 12-18 months Expected return: 50% total (33% assuming 18 month duration) The company APERAM came into existence when ArcelorMittal spun-off their stainless steel operations. Aperam is the 6th biggest stainless steel producer in the world, the 2nd largest in Europe and the largest stainless and specialty steel producer in South … Continue reading Profile: Aperam →

Profile: John Malone

John Malone is a legendary financial engineer. He’s value oriented, specialized in the entertainment and media industry (most notably cable) and known for being exceptionally shrewd when it comes to special situations. An awesome lecture by Dr. John Malone: http://youtu.be/v5QfCLeloEg John Malone talks of his past and future: Part One This is a great … Continue reading Profile: John Malone →