top of page

About
Performance
Memos
Contact

MEMOS

Subscribe for updates

Email*

An Alliance Airlines Fokker 100 aircraft parked

An Alliance Airlines Fokker 100 aircraft parked

Alliance Aviation

A distressed Australian aircraft holding company currently trading at 0.2x NTA presents as a strong candidate for a turnaround.

Patrick

Mar 15

Bankan gold mine in Guinea owned by Predictive Discovery

Bankan gold mine in Guinea owned by Predictive Discovery

Predictive & Robex Merger

MergeCo will become one of West Africa's largest gold producers and currently trades at a low single digit FCF multiple with numerous upcoming catalysts.

Patrick

Oct 5, 2025

Trump working a shift at McDonalds during the 2024 election campaign

Trump working a shift at McDonalds during the 2024 election campaign

Finding The Best Odds On Trump

With the proliferation of election betting, an Alaskan copper mine may offer the best risk-reward on a Trump victory.

Patrick

Oct 31, 2024

© 2026 by 1637 Holdings, LLC. All rights reserved

bottom of page