Clark Street Value

Spinoffs can take many shapes, often times a company has a hidden gem or assets the market can't readily value inside of their current s...

I was sifting through Horizon Kinetics' holdings (one of my favorite value investors) and stumbled upon an interesting special situation...

Gramercy Property Trust (GPT) reported its first quarter minus the CDO management business which caused all the consolidation problems with ...

Instead of posting a whole series of short posts on the recent results of companies I've discussed on the blog, I thought I'd start ...

As the market continues to make new highs it's getting more and more difficult to find value in mainstream equity securities.  Most pot...

A few months have past since I originally wrote up PICO Holdings , and a few catalysts have taken place which could monetize some of their l...

I tend to take management projections with a grain of salt, but given the upswing in natural gas prices (still winter here in Chicago!) and ...