Archive - Nicoper’s Notes

33. More on Pinetree: Q1 2026 portfolio changes

I am just forcing myself to be more engaged with my portfolio. Writing helps.

Jun 2 • Nicoper's Notes

April 2026

32. Pinetree FY 2025

Brief note on Pinetree

Apr 23 • Nicoper's Notes

November 2025

31. BFF Bank: A Scenario

Late night thought turned into a note and speculation on near term future. I view it as a special situation, but it can develop beyond that.

Nov 7, 2025 • Nicoper's Notes

October 2025

30. Lennar Corporation exchange of shares for Millrose Properties

Short (and long). Actionable.

Oct 14, 2025 • Nicoper's Notes

August 2025

29. Portfolio updates - July 2025

It was vacation season.

Aug 13, 2025 • Nicoper's Notes

June 2025

28. Portfolio updates - May 2025

Overview of my portfolio activities for past two months

Jun 1, 2025 • Nicoper's Notes

May 2025

27. Urban Logistics acquisition by LondonMetric Property PLC

M&A spread opportunity

May 19, 2025 • Nicoper's Notes

March 2025

26. Portfolio Updates - March 2025

Overview of my portfolio activities for past two months

Mar 29, 2025 • Nicoper's Notes

25. Pinetree: FY 2024

Pinetree valuations. Article is paywalled until I make some decisions. If you had investment exchanges with me, and subscription is too much for you…

Mar 4, 2025 • Nicoper's Notes

January 2025

24. Portfolio updates - January 2025

Overview of my portfolio activities for past two months

Jan 29, 2025 • Nicoper's Notes

23. Penneo AS acquisition by Visma

Risky speculation, and not a merger arbitrage.

Jan 2, 2025 • Nicoper's Notes

November 2024

22. Own portfolio updates - November 2024

Overview of my portfolio activities for past 2 months

Nov 28, 2024 • Nicoper's Notes