Archive - Rodin Capital

McBride: Profitability Accelerating in the Short Term (and Long Term)

A leading shareholder is guiding the company into significantly improved fundamentals.

Apr 2, 2024 •

Fernando Vallarino

March 2024

Two New Ideas: LifeVantage and Summit Midstream

$LFVN is a recovering MLM company with a new valuable character on the board. $SMLP is an MLP which is up to value realization.

Mar 22, 2024 •

Fernando Vallarino

February 2024

A Reminiscences of Host Marriott: Net Lease Office Properties $NLOP

Another short memo on a compelling opportunity.

Feb 21, 2024 •

Fernando Vallarino

Updates: 08-Feb-2024. $EML.AX $ORR.AX

EML Payments and a new name.

Feb 8, 2024 •

Fernando Vallarino

January 2024

The Arbitration Basket

$MON.V $IDA.AX v. Tanzania. $GDRZF v. Venezuela.

Jan 30, 2024 •

Fernando Vallarino

A Short Memo on Avation Plc. (LSE:AVAP)

A small aircraft lessor mistakenly valued as a going concern.

Jan 25, 2024 •

Fernando Vallarino

December 2023

Some Thoughts Amidst Recent Price Delta ($DLA)

There should be big news soon.

Dec 15, 2023 •

Fernando Vallarino

October 2022

Big Bet: Calumet Specialty Products Partners, L.P ($CLMT)

CLMT is a levered MLP that is emerging from its convoluted capital structure through the monetization of their new fully transition quality renewable…

Oct 29, 2022 •

Fernando Vallarino

April 2022

Midway Limited: an Illiquid Asset-backed Play

Midway is a quick and straightforward idea with substantial downside protection backed by hard assets.

Apr 12, 2022 •

Fernando Vallarino

March 2022

Golar LNG: a Boring Sum of the Parts Story?

Business Overview

Mar 8, 2022 •

Fernando Vallarino

November 2021

Betterware: Free High Growth Potential with Limited Downside

Nov 7, 2021 •

Fernando Vallarino

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