Archive - Stock Talk Newsletter

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 •

Why AI + MCP is a massive tailwind for software incumbents, compute and storage

Looking at Cursor as an example

Jun 21 •

BetMGM raises revenue and EBITDA guide

Raised guidance makes $500m long-term EBITDA guide look possible

Jun 18 •

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 •

BLZE and value of IR + other investors

Some thoughts and souring on TURN upside

Jun 3 •

May 2025

Checking TSSI valuation math after an amazing quarter

Hesitantly hedging position

May 25 •

BLZE Q1 results and short report response

Weighing validity of concerns and upside on stock

May 9 •

April 2025

BetMGM and Caesars Digital

Great signs for sports betting

Apr 30 •

What's in a 7% preferred yield?

Looking at the results from screens

Apr 27 •

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