Euro Autos: Barbarians at the Gates (1/3)

Stellantis: Raising the Stakes

2Q26 at SCOTUS: What Credit Investors Need to Know

May 2026 Special Situations Research Highlights

Optimum (OPTU): Playing Hardball

US Spectrum Primer – Part 1: Riding the Airwaves

SpaceX S-1: Past, Present and FUTURE

WBD: Assessing PSKY’s Exchange Offer

State of the Market: The Prevalence (or Lack Thereof) of Xerox Blockers

BDC Initiation (1/2): Relative Value & Themes