The Abominable sNOw Man's Substack
by The Abominable sNOw ManThe Abominable sNOw Man's Substack
About the Substack
Special situations, deep value, and event-driven investing. By portfolio manager, co-author of Derivatives: The Tools That Changed Finance (reviewed in the Journal of Finance), and the analyst who helped sell Enron before the collapse.
About The Abominable sNOw Man
Wall Street background in equity research, derivatives, proprietary trading, and portfolio management. These days I dig through S-1s, spinoffs, SC-TO's, and balance sheets — basically a book with two legs sticking out into the snow....
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