Alt Capital

Special situations across equities and credit: distressed, M&A, activist, spinoffs, go-darks. NYC based. Not investment advice.

Launched 2 years ago

Articles

New Fortress Energy: Quick Take on NFE Equity

New Fortress Energy (NFE) - 6 min read

May 22

Lifecore Biomedical - Post Restructuring, Inflecting Financials Over Next 3 Years, Possible Near-term Transaction

Lifecore Biomedical (LFCR) - 11 min read

Jun 19, 2025

QVC Group - Quick Pitch Trade Idea

QVC Group Preferred Shares (QVCGP) - 3 min read

Jun 5, 2025

OCI Global - Updated Thoughts

OCI Global (OCINF) - 3 min read

Apr 16, 2025

Magnera Corp - Post-Spinoff/Merger Equity In Cyclical Trough with 2-3x Upside

Magnera Corp (MAGN) - 15 min read

Mar 8, 2025

OCI Global - Trading at 24% Discount To Proforma Net Cash Amidst Ongoing Strategic Review; Remaining European Nitrogen Business Reflects…

OCI Global (OCINF) - 18 min read

Dec 1, 2024

Ikena Oncology - Value Analysis

Ikena Oncology, Inc. (IKNA) - 6 min read

Jun 24, 2024

Coming soon

This is Alt Capital.

Jun 20, 2024

Alt Capital

Special situations across equities and credit: distressed, M&A, activist, spinoffs, go-darks. NYC based. Not investment advice.