CLOs by day, moonlight as a special sits/event-driven investor by night over at Clark Street Value

Highland Park, IL
Joined May 2013
Steel Connect $STCN, which owns about 9.8% of the outstanding shares of DMC Global $BOOM, issued a public letter to DMC’s Board. 💡Steel Connect reiterated its May 30th proposal to acquire the remaining shares of DMC at $16.50 per share in cash. 💡As an alternative to a full acquisition, Steel Connect is also open to purchasing DMC's DynaEnergetics and NobelClad businesses for $185 million. 💡If the Board continues to avoid discussions, Steel Connect may explore a tender offer for the remaining shares.
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$NURO with two 13D in last two days both demanding liquidation of the comapny citing cash amount of more than 10$ per share and not satisfying growth ambitions
Next 13D from Echo Lake $NURO demanding immediate liquidation of the company. sec.gov/Archives/edgar/data/…
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$PFSW (Halted pre) GXO Logistics $GXO to Acquire PFSweb (PFSW) for $7.50/sh Cash or $181M - SI ooc.bz/l/10604
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$ECTM is a nanocap Marcellus natgas royalty trust which by my calculations should yield a mid to high teens IRR at $0.40-$0.50/share and $3 natgas. More details here: lightbluevalue.wordpress.com…
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Read our letter to $DVMT Dell tracking stockholders (including other important information) here: carlicahn.com/carl-c-icahn-r…
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Dell proxy statement only raises more questions about the DVMT deal negotiation: bloomberg.com/view/articles/… via @bopinion
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March Special Situations: Wyndham Worldwide Corporation (WYN) Members Only, Limited Space. 3/19 @ 5:30pm. bit.ly/2piwXKR
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#CFAChicago September Special Situations: LSC Communications, Inc. (LKSD) 9/25 @ 5:30pm. Members Only. ow.ly/M7m030eXscd
Liberty Ventures GCI merger set to unlock significant value $LVNTA $GNCMA yetanothervalueblog.com/2017…
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Feb. Special Situations (Members Only, Limited Space). Topic: Liberty Expedia Holdings, Inc. (LEXEA) 2/27 @ 5:30pm ow.ly/J5LY30958i3
#CFAChicago Nov. Special Situations: Hilton Worldwide (HLT) on 11/28 @ 5:30 pm. Members Only, Limited Space ow.ly/q06v306q9wl
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The coolest to ever pick up a 5-iron. RIP, Mr. Palmer.
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June Special Situations,Topic: Pinnacle Entertainment (PNK) on 6/27/16 @ 5:30pm. Members Only, Limited Space. ow.ly/g8f4301uQHs
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This isn't right for anyone on that golf course. If it was me I wouldn't hit another shot until this farce was rectified.
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May Special Situations Research Forum: Interval Leisure Group, Inc. (IILG). 5/23/16 @ 5:30pm. Members only. ow.ly/9KPQ300iKvW
With @michaelstone -- Exclusive: Ares, Apollo vying for American Capital - sources reut.rs/1Tzgvy1 via @Reuters $ACAS
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