Friday, September 5, 2025

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

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It's probably a sign of the times, have to dip in quality to find some ideas and this pitch makes me throw up a little in my mouth.  Bra...
7 comments:
Thursday, September 4, 2025

180 Degree Capital: Merger w/ Mount Logan Capital, Tender Offer, Questions Remain

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180 Degree Capital (TURN) is a microcap (~$46MM market cap) closed end fund (CEF) pursuing an activist strategy in microcap stocks.  Before ...
19 comments:
Tuesday, August 12, 2025

Mural Oncology: Update

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Mural Oncology (MURA) ($~30MM market cap) has turned into a bit of a battleground busted biotech in the comments section of my original post...
12 comments:
Tuesday, July 29, 2025

Franklin Street Properties: Office Basket, Strategic Alternatives

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The second in the office REIT basket is Franklin Street Properties (FSP) (~$180MM market cap), this one might be a more direct comparable to...
10 comments:

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

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I'm starting up an office REIT basket, last week City Office REIT (CIO) announced it was being acquired by MCME Carrell (an affiliate o...
1 comment:
Wednesday, July 16, 2025

GCI Liberty: Cheap, Tax Asset, Malone Fatigue?

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GCI Liberty (GLIBA/K) is back in public markets, the leading telecommunications provider in Alaska was spun off on Tuesday (7/15) from Liber...
5 comments:
Monday, June 30, 2025

Mid Year 2025 Portfolio Review

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I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here w...
28 comments: