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@ACapitalLP "Does it count as a special situation if $IAC literally highlights their NYC HQ building as a key asset Peak discount-to-NAV energy. $NYT / Carlos Slim 2009 vibes"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-10 12:32:26 UTC 8691 followers, 3912 engagements

"Q: When the $CRWV lockup expires and selling pressure hits $CORZ trades down on the ratio. Does that spark a revolt Do shareholders push for a bump or scrap the deal entirely With the lockup out of the way is $CORZ a year-end rip"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-26 15:34:16 UTC 8690 followers, 4939 engagements

"@invertedfragil1 Usually agree but some trades are obvious even when widely pitched See: $TLN $NBIS $LYV"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-26 20:04:45 UTC 8691 followers, XXX engagements

"@SpecSitsCapMgmt I heard Sydney Sweeney is a power user of Ukrainian mobile broadband"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-25 16:59:11 UTC 8691 followers, XXX engagements

"$RIOT: better asset worse management team $IREN: worse asset better management team"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-20 22:59:05 UTC 8690 followers, 1953 engagements

"@pennycheck @SPACuity @JasonKeenX The key issue with $CCIR is currency risk - while ARPU is growing in UAH significant depreciation against the USD distorts the numbers. Another challenge is determining the appropriate Ukraine discount relative to comps"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-19 12:37:32 UTC 8691 followers, XXX engagements

"@SpecSitsCapMgmt You like $VEON better than $CCIR"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-17 01:15:18 UTC 8690 followers, XXX engagements

"Q: Whats the most asymmetric setup youre tracking right now (credit or equity)"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-01 17:26:51 UTC 8689 followers, 118.9K engagements

"@SpecSitsCapMgmt Agreed - its strange especially with no real risk of the deal falling apart given the NRAs in place and the minimum cash adjustment already baked in. Youd expect $CCIR to track $VEON more closely heading into the Aug XX vote Also what will float be post-close 🤔"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-25 16:58:30 UTC 8689 followers, XXX engagements

"The $HESM / $CVX trade seems like a clean carry + event trade - what am I missing"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-26 19:39:37 UTC 8690 followers, 2854 engagements

"Q: Best near-term catalyst trade $CORZ $BUR $VKTX $LQDA"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-28 13:27:40 UTC 8690 followers, 3244 engagements

"Interesting special situations $GLIBK $CORZ $RIOT / $IREN $ZEG.L $LQDA $SOC $ABUS $PCG $LION What else"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-21 00:20:59 UTC 8689 followers, 24K engagements

"Will add: Negative EV biotechs: $CNTB $BNR $BCYC $BIOA $KROS $WHWK $ANRO"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-21 22:35:38 UTC 8691 followers, 2256 engagements

"Whats the trade in $CORZ Isnt there some floor for value given the lease (even if the deal breaks)"
@ACapitalLP Avatar @ACapitalLP on X 2025-07-22 23:09:54 UTC 8690 followers, 4525 engagements