Weekly Investment Research Notes
May 21, 2022
Outerbrain - OB
Poured over Seth Klarman’s Baupost 13F filing and merely found this company interesting
2U Inc - TWOU
I like the closed merger between 2U and EdX. Company needs to combine operations which I am closely following.
Nautilis - NLS
I have been tracking. This is a net net sort of play
Rimini Street - RMNI
Recalled this one as a highly talked about s…
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