A Capital Research

The Rise of the Lotto Ticket Investor

Pattern Recognition

Nov 28 • A Capital

10

1

December 2024

Kodak’s Big Snap: From Shuttered Past to a Focused Future (KODK US)

Unlocking Value from Kodak’s Overfunded Pension

Dec 15, 2024 • A Capital

7

2

1

Update: Nebius (NBIS US) Secures Strategic Investment Led by NVIDIA

Strategic Funding to Accelerate GPU Buildout

Dec 3, 2024 • A Capital

5

November 2024

Quick Idea: Nebius Group (NBIS US)

From (Outside the Borders of) Russia With Love

Nov 24, 2024 • A Capital

11

2

1

Commentary: Shaping Markets: The Role of Narrative Perception

Recently, I conducted an in-depth analysis of a complex, event-driven equity situation where the entire structure of the company shifted, creating a…

Nov 3, 2024 • A Capital

1

October 2024

Quick Idea: NextDecade Corp. (NEXT US)

Legal & Regulatory

Oct 27, 2024 • A Capital

2

2

Commentary: What's in a Name? Everything Apparently.

On January 31, 2021, Elon Musk tweeted: “On Clubhouse tonight at 10 pm LA time". This tweet set off a frenzy among Musk’s followers to find out exactly…

Oct 27, 2024 • A Capital

1

August 2024

Commentary: Event Volatility

Historically, investing involved a deep dive into fundamental analysis—examining a company’s products, financials, and management to make informed…

Aug 17, 2024 • A Capital

2

1

April 2024

Quick Idea: OCI N.V. (OCI AS)

Value + Catalyst

Apr 1, 2024 • A Capital

4

4

March 2024