Shitty Situations
Shitty Situations, Alexander ParkerFocused on distressed and unconventional (collectively, the "Shitty") situations. Strong preference for process-oriented risk.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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shittysits.substack.comLatest Issues
The Circular Bargain: How Reciprocal Investment and Vendor Backstops Are Manufacturing Demand Inside the Artificial Intelligence Capital Cycle
This piece is part of Buxton Helmsley's Insights series—in-depth analysis of the accounting, disclosure, and governance questions that drive valuations in the public markets, published every week. The full archive is available at https://ww...
The Useful Life Question
“This is a guest post from Alexander Parker (@alexandereparker), Chairman and CEO of Buxton Helmsley. I first came across Alex through a trade where we sat on opposite sides, and have followed his work closely ever since. He is a talented e...
The Last Line of Defense
“This is a guest post from Alexander Parker (@alexandereparker), Chairman and CEO of Buxton Helmsley. I first came across Alex through a trade where we sat on opposite sides, and have followed his work closely ever since. He is a talented e...
Off-The-Run, First-Look, Under-Forty-Million
For informational purposes only. Nothing here is investment advice or a solicitation. The market structure, return ranges, and situations referenced below are descriptions of a sector, not recommendations of any specific security or...
Inside Apollo's German Insurance Playbook: The €1.1B Conflict of Interest
This post is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. The analysis presented reflects the my own interpretation of publicly available documents and may contain er...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Focused on distressed and unconventional (collectively, "Shitty") situations. Strong preference for process-oriented risk. Visit my website for more!
Chairman and CEO of Buxton Helmsley, a forensic-driven activist investment firm ranked in the top 15% of global activists by engagement volume (Bloomberg). Writing on disclosure integrity, corporate governance, and investor advocacy.
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