The Portfolio Whisperer

We Have Lots of Ideas

Finding value, seeking events, and collecting cash without getting your portfolio singed requires a great deal of research, analysis and patience. We find ourselves analyzing many different types of companies, securities and derivatives in a variety of sectors and geographic regions. We are picky but not selfish. Why waste the ideas we generate during this process...? 

We post our research regularly as comments on equity, corporate debt and derivative instruments on line.  After all, distributing our research helps others see how we pick apart credits. 

You too may find our reports helpful in managing your investments and we're happy to be your portfolio whisperer. Here's a list of our research with links to each report: 

Shire's Share Prices And Takeda's Deal Price Are Getting Closer 

April 26, 2018

Altice In Wonderland - Or, How To Trade Among Mad People

November 21, 2017

Icahn Enterprises - High Yield At A Premium To NAV, But Worth It

October 18, 2017

Activist Investing - One Way To Avoid Extinction

‚ÄčSeptember 28, 2017

Cisco Investors Have It Backwards

September 15, 2017

Trouble With The Spin: R.R. Donnelley, LSC Communications, Donnelley Financial

September 6, 2017

Guess The Target: AES, Calpine, Dynegy, NRG?

Aug. 20, 2017

Noble Corp. - Invest Ahead Of The Q2 Report - Here's How

July 25, 2017

Look Who's In The Bardo: Voices From The Whole Foods Acquisition

July 10, 2017

PDVSA Needs a Reog - Goldman Sachs Can Help...and So Could You

June 19, 2017

Insurance is Gambling. Seriously.

June 9, 2017

Windstream Pop Quiz: Mergers + Margins = Solvency...? 

June 2, 2017

Genworth: Rcalibrating Ahead of a Potential Close With China Oceanwide

May 16, 2017

Rite Aid: But What's the Right Trade...?

May 8, 2017

Post's Weetabix Deal: Great Grains or Shredded Wheat...?

April 20, 2017

Southwestern Energy: Appalachian Risk

April 12, 2017

L Brands Inc.: She's Beautfiful...and Complicated

March 31, 2017

Intelsat's Deal is a Reorg in Merger Clothing

March 23, 2017

Uniti Group's Debt and Equity are Cheap, Just Not to Each Other

March 13, 2017

Chesapeake Energy: Look Closely and You'll See Better Metrics

March 7, 2017

Avis Budget Group - A Thought Experiment

February 23, 2017