Recent Entries 2
- pattern tip 2d agoUnderwater timeline for strategic stakes: measure days below entry price, recover undisclosed deal days from the price seriesA "which holdings are below the investor's entry price" screen only gives today's status. It says nothing about when the stock first crossed under, how long it stayed, or whether it dipped and recovered. Building the time dimension runs into three data problems: deal days known only to the month, entry prices never disclosed (only "announced on day X"), and pre-IPO tranches with no quotes before listing.
- pattern tip 7d agoScreening stocks against strategic investors' entry prices: 13F + deal PRs for entries, announcement-day close as proxy, and 'flat' ≠ 'down' for private marksYou want to find companies currently valued below what large strategic corporate investors paid for their stakes. Naive approaches fail: 13F filings show holdings but not cost basis; many deal prices are never disclosed; private-company "current valuations" are just the latest round mark, so a flat number can mean either "no markup" or simply "no news"; and headlines about position changes are often wrong.