Clark Street Value
Thursday, February 20, 2014
New Media Investment Group Spinoff
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New Media Investment Group (NYSE: NEWM) is a recent local newspaper/media spinoff of Newcastle Investment Corp (NYSE: NCT). It was forme...
5 comments:
Friday, February 7, 2014
Mutual Conversion: Coastway Bancorp
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Coastway Bancorp (NASDAQ: CWAY) is the holding company for Coastway Community Bank, a Rhode Island based mutual savings bank that completed ...
8 comments:
Tuesday, January 7, 2014
Exelis Mission Systems Spinoff - Replay of Engility?
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One ignored spinoff that I wrote up last May was Engility Holdings , a pure play government services provider that was cast off by L-3 Comm...
Tuesday, December 31, 2013
Year End 2013 Portfolio Review
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One of my main goals of this blog is to keep myself accountable for my investing decisions because I am a loose believer in the Efficient Ma...
Saturday, December 21, 2013
Howard Hughes Corporation: Ward Village
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I'm here in Honolulu on vacation, so I took the short walk over to Ward Village to get a first hand account of one of Howard Hughes Corp...
1 comment:
Monday, November 25, 2013
Taking Some Profits in Gramercy
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One benefit of writing down your investment thesis is it helps keep you rational, especially with your selling discipline, which I find much...
Tuesday, October 22, 2013
ReHo Pulls the Sewko Holdings IPO
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As a follow up to a previous post this summer , Retail Holdings ("ReHo") stated they were planning a sale of a portion of their eq...
2 comments:
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