Clark Street Value
Wednesday, December 31, 2014
Ashford Inc: New Trend of "Externalizing" Management
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Ashford Inc (AINC) is the asset management spinoff of Ashford Hospitality Trust (AHT) that a reader recently alerted me to, so I did some di...
6 comments:
Year End 2014 Portfolio Review
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The back half of 2014 was a wild ride for my personal account, I was up almost 30% at the half way mark of the year and at one point in the ...
6 comments:
Sunday, December 14, 2014
Tropicana Entertainment is Still Cheap
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It's been a little over a year since I've discussed Tropicana Entertainment on the blog and a lot has happened during that time, but...
10 comments:
Monday, December 8, 2014
ATK's Sporting Division Spin: Vista Outdoor
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I have made a few mistakes this year in spinoffs, particularly energy related ones like Civeo and Paragon Offshore (washed out/sold out of b...
22 comments:
Wednesday, November 26, 2014
Follow-Up on Green Brick Partners
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I haven't posted in a while, been mostly idle the last month or two, but I thought I'd sum up some additional thoughts on Green Bric...
6 comments:
Tuesday, October 14, 2014
MMA Capital Update: New Name, Up-Listing, Still Cheap
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MuniMae recently changed its name to MMA Capital Management (MMAC), instituted a reverse split and up-listed to the NASDAQ from the pink...
1 comment:
Friday, September 26, 2014
BioFuel Energy (Green Brick Partners) Revisited
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BioFuel Energy (BIOF) is a shell company with $181MM in net operating losses that I first toyed with in April as Greenlight Capital and dev...
16 comments:
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