Clark Street Value
Thursday, October 22, 2015
Computer Sciences: Gov Services Spinoff, Commercial Business For Sale?
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Computer Sciences Corporation (CSC) is primarily an IT services firm that is spinning off its U.S. government services business (targeted...
16 comments:
Thursday, October 8, 2015
American Capital: ACAP Form 10 and Proxy Notes
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I was starting to get nervous there that American Capital (ACAS) would miss their own self imposed September deadline to file the Form 10 fo...
17 comments:
Journal Media Group: Sold to Gannett
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Two of the (very) recent publishing spinoffs are going to continue the industry's consolidation trend; Gannett (GCI) announced last nigh...
2 comments:
Friday, September 25, 2015
Sycamore Networks: Activists Pursuing NOL Shell
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This is a small opportunity that's not suitable for everyone, but it has significant upside if recent activists get their way and could ...
7 comments:
Friday, August 28, 2015
LiLAC Group: Liberty Global's New Tracker
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I realize LiLAC has been covered plenty on Twitter and other blogs, but I just wanted to memorialize my thoughts along with some of those in...
3 comments:
Friday, August 21, 2015
A Few Ideas From My Watchlist
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I'm pretty comfortable with my current holdings, mostly just sitting on my hands during this bout of market volatility, but want to high...
8 comments:
Friday, July 31, 2015
WMIH Corp: KKR Controlled NOL Shell
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A simple and brief investment idea today, it's been teased and mentioned a few times in earlier posts on other NOL companies. WMIH Corp...
18 comments:
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