5 Comments
Apr 26, 2023Liked by IJW

Thanks for this. Re: 111, is there any risk re balance sheet? I see this mezzanine debt line and the special sits guy writes on Seeking Alpha: "the company seems highly unlikely to be able to fund the redemptions if a STAR listing is not completed".

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Life would ve been much simpler if you'd picked kaspi last year over pagseguro

(I did .20% of portfolio. Just bragging...lol.i really respect your work)

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We enjoy getting your thoughts and investment write-ups. Keep it up!

Here’s our take on GTXAP.

https://specialsituationinvesting.substack.com/p/garrett-motion-accelerates-to-the#details

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