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My book is free for Prime Day
Sports fiction with financial thriller elements
Jul 8
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Ben Brostoff
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My book is free for Prime Day
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CRWV all-stock merger proposal with CORZ - a mixed bag
CORZ price suggests market is short CoreWeave or deal risk or both
Jul 7
•
Ben Brostoff
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CRWV all-stock merger proposal with CORZ - a mixed bag
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RIOT and thinking about CRWV / CORZ
What's a 1GW data center lease worth?
Jul 2
•
Ben Brostoff
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RIOT and thinking about CRWV / CORZ
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June 2025
LRFC - PTMN merger, Mt. Logan and BC Credit Partners
Looking at opportunities from the deal not approved by Portman Ridge yet
Jun 23
•
Ben Brostoff
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LRFC - PTMN merger, Mt. Logan and BC Credit Partners
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Why AI + MCP is a massive tailwind for software incumbents, compute and storage
Looking at Cursor as an example
Jun 21
•
Ben Brostoff
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Why AI + MCP is a massive tailwind for software incumbents, compute and storage
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BetMGM raises revenue and EBITDA guide
Raised guidance makes $500m long-term EBITDA guide look possible
Jun 18
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Ben Brostoff
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BetMGM raises revenue and EBITDA guide
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Eagle Point Income Company - the case for double digit IRR with bond-like risk
CEF that owns BB CLO tranches trading under NAV and doing buyback
Jun 16
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Ben Brostoff
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Eagle Point Income Company - the case for double digit IRR with bond-like risk
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BLZE and value of IR + other investors
Some thoughts and souring on TURN upside
Jun 3
•
Ben Brostoff
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BLZE and value of IR + other investors
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May 2025
Checking TSSI valuation math after an amazing quarter
Hesitantly hedging position
May 25
•
Ben Brostoff
1
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Checking TSSI valuation math after an amazing quarter
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BLZE Q1 results and short report response
Weighing validity of concerns and upside on stock
May 9
•
Ben Brostoff
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BLZE Q1 results and short report response
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April 2025
BetMGM and Caesars Digital
Great signs for sports betting
Apr 30
•
Ben Brostoff
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BetMGM and Caesars Digital
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What's in a 7% preferred yield?
Looking at the results from screens
Apr 27
•
Ben Brostoff
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What's in a 7% preferred yield?
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