Style of Picks

Value strategy

Rights Issue / Capital-Raise

Exploit mispricings around deeply discounted rights offerings — decide subscribe, sell the entitlement, or walk away, based on the ex-rights math, not the headline discount.

Days–weeks for the pure arbitrage; ties to the underlying stock's normal horizon if you subscribeIntermediate

Special-situations investing tradition; rights-offering mechanics analyzed by Benjamin Graham & David Dodd (“Security Analysis”)