earth... soon mars

a13v, Tiger Quant

Latest posts
Offshore Drilling: A Capital Cycle Renaissance and Oligopoly Formation
Offshore Drilling: A Capital Cycle Renaissance and Oligopoly Formation

After a decade of capital destruction, offshore drilling presents a classic capital cycle opportunity. With rationalized supply, oligopoly formation, and valuations reflecting extreme pessimism, the sector offers a rare, asymmetric risk-reward profile for patient investors.

by a13v, Tiger Quant
Crisis Alpa - The £50 Billion Distress Signal: A Playbook for the UK's Insolvency Crisis
Crisis Alpa - The £50 Billion Distress Signal: A Playbook for the UK's Insolvency Crisis

Don't fear the UK's economic crisis; position for it. Soaring bankruptcies create a generational opportunity in insolvency leader Manolete Partners (MANO). Our playbook details the asymmetric bet and the precise technical signal we're waiting for to capitalize on the coming reckoning.

by a13v, Tiger Quant
The Cannabis Contrarian: Unpacking the Founder's Playbook in MAPS
The Cannabis Contrarian: Unpacking the Founder's Playbook in MAPS

The market has priced in permanent despair for cannabis tech leader MAPS. We see a calculated founder-led playbook for a take-private. This disconnect creates a deliciously asymmetric bet with limited downside and a clear path to significant value creation.

by a13v, Tiger Quant
The Dental Dislocation
The Dental Dislocation

Market fear has created a profound pricing dislocation in dental tech. Our new report ignores the narrative to follow the signal: deep institutional footprints in two asymmetric setups - a mispriced fortress where the CEO is buying heavily and a deep-value turnaround with a new operator at the helm.

by a13v, Tiger Quant
The Crypto Treasury Play: A Speculator's Guide to Riding the Hype and Dodging the Spiral
The Crypto Treasury Play: A Speculator's Guide to Riding the Hype and Dodging the Spiral

Crypto treasury stocks are a speculator's game of riding a premium-to-NAV. The play is the "capital markets flywheel"; the risk is the "NAV death spiral". This playbook deconstructs the model, showing you how to capitalize on the hype and manage the catastrophic risk.

by a13v, Tiger Quant
Beyond the Smoke: The Real Signal in Cannabis
Beyond the Smoke: The Real Signal in Cannabis

After a 95% sector collapse, our data reveals heavy insider buying and a textbook accumulation base, signaling a major inflection point as federal catalysts align.

by Owl Engineer, Chief Optimizer & a13v, Tiger Quant
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