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Sat, Feb 7th, 2026

Sat, Feb 7th, 2026

Jim Osman

Jim Osman

With over 30 years of expertise in fundamental Spinoff, Special Situations, and Activist Ideas, Jim offers invaluable insights. He not only helps partners uncover investment opportunities but also focuses on aligning these ideas with the unique requirements of money managers' investment strategies. In today's dynamic market landscape, where valuation alone doesn't guarantee returns, Jim's expertise adds a layer of intelligence to enhance capital growth.

Jim pursued Investment Management at The London Business School, reflecting his commitment to excellence. Alongside his professional achievements, he enjoys a fulfilling personal life as a devoted husband and father of two. Additionally, Jim's dedication extends to his passion for competing in triathlons at Ironman and Half Ironman distances, showcasing his tenacity and drive beyond the financial realm.

Most Recent Stories

Michael Burry Is Probably Wrong About Timing - But Right About What Comes Next

Rising markets don’t eliminate risk; they hide it, and the real edge comes from positioning capital where structure, not sentiment, will drive returns when conditions change.

The Most Expensive Question Investors Ask

A clear framework for knowing when to cut losses and when structure makes averaging down the right move.

PYPL : 40.42 (+1.30%)
SNDK : 597.95 (+3.77%)
ILMN : 119.72 (-10.40%)
WDC : 282.58 (+8.61%)
GRAL : 100.07 (+6.39%)
GE : 321.00 (+4.78%)
Why Capital Allocation Matters More Than Earnings Right Now

Earnings explain the past. Capital allocation determines who wins next.

The Next Two Years Will Belong To Breakups: Investors Who Miss It Will Miss the Cycle

Alpha is not gone. It is just stuck inside companies that forgot what business they are really in.

SNDK : 597.95 (+3.77%)
WDC : 282.58 (+8.61%)
WD : 63.23 (+0.59%)
GE : 321.00 (+4.78%)
The Next Market Collapse Will Be Quiet And That Is Exactly Why Investors Will Miss It

The next market collapse will start silently beneath the surface, and only investors who watch structure rather than headlines will see it coming

The Market Just Pulled Back. Here Is How To Protect Gains And Reset Risk

Investors panic during pullbacks because they react to emotion instead of structure. This piece shows how to protect gains, reset risk, and turn volatility into opportunity.

Missed The AI Trade? The Next Wave Of Alpha Is Hidden In Structure

After the AI boom, real opportunity has shifted from hype to structure—spinoffs, breakups, and corporate simplifications are now where the next alpha is being built.

SOLV : 78.12 (+1.48%)
SOLS : 64.79 (+2.16%)
GEV : 779.35 (+5.67%)
The Anatomy Of A Bubble — And Why The Next One Won’t Look Like The Last

The next market bubble isn’t emotional; it’s structural, built into the code investors now trust more than their judgment.

If You Think AI’s A Bubble, You’re Already Late

The real AI opportunity is already underway while skeptics are still arguing about bubbles.

MSFT : 401.14 (+1.90%)
CSCO : 84.82 (+2.99%)
INTC : 50.59 (+4.87%)
NOW : 100.74 (-1.84%)
AMZN : 210.32 (-5.55%)
UNH : 276.65 (+3.02%)
GE : 321.00 (+4.78%)
When The Market Structure Breaks: How To Survive The Next Phase

The market is shifting from story to structure. Liquidity, leverage, and belief are breaking down, and only disciplined investors who prepare, not predict, will own the next cycle.

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BREAKING 🚨: Commercial Real Estate Office CMBS Delinquency Rate hits 11.7%, the highest level in history 👀 https://t.co/UVEePMDvwF
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Do you see this post? 🤔
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Peter Lynch: “The market will go down sometimes. It’s a good thing when it does but if you’re not ready for that, you shouldn’t own stocks.” https://t.co/crX4Tr9nus
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BREAKING 🚨: U.S. Job Market U.S. suffered more than 108,000 job cuts last month, the most during the month of January since the Global Financial Crisis 🤯👀 https://t.co/1t4WUFWdUG
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Enphase $ENPH scores highest weekly close since May 📈📈 https://t.co/uHdSTSKPes https://t.co/ypmIITE4pH
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Mega Cap Tech Stocks post best day since November 📈🥳 https://t.co/Z8mvDDUXbw
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Chinese Yuan hits highest level against the U.S. Dollar since May 2023 🇨🇳📈 https://t.co/Hrm3UnNOLf
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If you invested $10,000 in MicroStrategy $MSTR during the peak of the Dot Com Bubble, you'd have $4,050 today 🚨 Not too bad 🫡 https://t.co/snmi1q9aLC
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Stock Market says Goodbye to Fear after just 1 day 🫡🥳🫂 https://t.co/Ff2yAtYiwU
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Small Cap Stocks score best day since August 📈📈 https://t.co/7TygnQohsd
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