Special Situations, Event-Driven Trades & Value Investing
Welcome to the BoonBinder.
As most of you know, no matter what type of investment style you’re targeting, the idea fishing process can be a real hassle. The general idea of this blog is to help me better organize my investment process and scan results, forcing me to ruthlessly cut out the rubbish and focus on the most intriguing/actionable stuff that is really worth highlighting and putting in my binder. In the meantime, I hope the notes will be boon for you as well and shine a light on one or two gems that would’ve ended up lost in the daily routine otherwise.
For starters, I will mostly post weekly roundups of the event-driven ideas and maybe in time, will add a separate binder on the highest conviction value ideas that I’ve stumbled upon as well. I will try to post as much of an original content as possible, however, that is not really the goal of this binder. The goal is to track down, filter, and highlight as many interesting/actionable investment ideas as possible. Hence, from time to time, I will allow myself to shamelessly pin-up ideas of other authors here as well. I hope they won’t be mad. But why would they? It’s just a binder after all. Hopefully, a boon one too.
In the meantime, tell your friends!