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GFL Environmental (GFL; N/R), one of North America’s largest waste and environmental services companies, has quietly become one of the more interesting take-private stories in the sector. Back in July, the company disclosed unsolicited interest…

According to a Reuters article from yesterday, Seneca (E&P) and select associated infrastructure are up for sale as a variety of strategic initiatives are under review, valuing the assets at ~$5bn. While we do not…

Effective immediately. Closing marks 9-15-2026. See within. Timm We’re long TLN and short DUK because we believe TLN is the cheaper, more direct way to own the AI power demand boom (contracted nuclear plus a…

Love/ Hate Portfolio 19 launched today, and in our view this is one of the more aggressively repositioned book we have run recently. Some of our best performing names from LHP18 just flipped sides, and…