Osman is an investor focused on corporate spinoffs, activist investing, and value with a catalyst.
As founder of The Edge Group, he advises professional investors on overlooked companies, forced selling, management incentives, and the events that can unlock hidden value.
Wendy’s Dividend Cut Leaves It With Nowhere To Hide
Wendy’s did not just cut a dividend. It admitted the old story no longer works. The question now is where the saved cash goes.
Nearly 1 Billion SpaceX Shares Unlock On Thursday
SpaceX’s Aug. 6 lock-up expiration frees 911.5 million shares, expanding the float and testing how insider selling, short interest and new supply may shape the stock’s next move.
Cracker Barrel Stock’s Logo Disaster Hid A Much Bigger Problem
Cracker Barrel stock faces a deeper problem than its logo backlash: weak traffic, poor capital allocation, leadership change and a costly turnaround for investors today.
Westinghouse IPO May Put Public Investors Last In The Nuclear Revival
Westinghouse’s IPO arrives after a major turnaround. Investors must judge how much of the nuclear revival Brookfield and Cameco already captured.
Fiserv Stock’s Real Problem May Be Governance, Not Payments
Fiserv’s earnings reset explains the selloff. But leadership turnover and Jana’s portfolio push suggest governance now drives the discount.