contangoz

contangoz

ex-sell-side/buy-side/corp treasury: event-driven, technicals, order flow, earnings calls, compounders, LEAPs, tape, deep value, M&A, proxies, special sits, PMV+catalyst, variant views, ROIC, form 4s, arbs/spins, debt, 13D/F, moats, macro, $sol.x

Joined 3/2010

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