Clark Street Value

Wednesday, April 30, 2014

Speculating on Iron Mountain's REIT Conversion

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Many investors are well aware of record storage operator Iron Mountain's efforts to convert the company from a C-Corp to a REIT.  As a R...
Monday, April 21, 2014

Momentum Traders and BioFuel Energy

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That was quick!  My last post was on Greenlight Capital's proposed transaction to utilize BioFuel Energy's net operating losses (NOL...
5 comments:
Tuesday, April 8, 2014

BioFuel Energy's Reverse Takeover

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Greenlight Capital and developer James Brickman are proposing that BioFuel Energy (BIOF) purchase JBGL Capital , a residential developer an...
10 comments:
Tuesday, March 25, 2014

CLOs, Leverage Loan Funds, BDCs and Oxford Lane Capital

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Last week I attended a panel discussion titled "CLOs in the Heartland" hosted by Mayer Brown and Fitch Ratings, while most of cont...
Thursday, March 20, 2014

Municipal Mortgage & Equity

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So I was browsing around for new ideas when I stumbled across a post by Olmsted at the Corner of Berkshire & Fairfax message board who c...
Wednesday, March 5, 2014

The St. Joe Company

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This one might be a little controversial, but I think it deserves a second look... the St. Joe Company has been in the news quite a bit the...
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:
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MDC
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