Thursday, October 26, 2017

LGL Group: Gabelli, Rights Offering, Acquisition Proposal

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LGL Group (LGL) is a micro-cap ($15MM market cap with a vintage space age logo) that makes frequency control components for the defense, a...
30 comments:
Monday, September 11, 2017

Perfumania: Prepack Bankruptcy, Small Equity Consideration

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Here is another small special situation -- Perfumania (PERF) is the largest specialty retailer and distributor of fragrances and related bea...
26 comments:
Wednesday, September 6, 2017

ZAIS Group: Going Private Offer

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This news hurt a little this morning, but there's a potential silver lining, I mentioned ZAIS Group (ZAIS) last year on the blog as the ...
38 comments:
Tuesday, September 5, 2017

NACCO Industries: Hamilton Beach Spinoff

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For the first time in a while there are a number of interesting spinoff situations on the horizon, one of which is NACCO Industries (NC) sep...
87 comments:

Inotek Pharmaceuticals: Selling Below NCAV, Exploring Strategic Options

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Inotek (ITEK) is a rather simple and small idea that adds to my recent theme of buying up the scraps of busted biotech companies.  Inotek wa...
6 comments:
Tuesday, July 25, 2017

STORE Capital: Berkshire Deal, High Risk Lender?

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STORE Capital (STOR) is an internally managed triple-net lease REIT, I don't own it (and usually don't like to write about companies...
21 comments:
Friday, June 30, 2017

Mid Year 2017 Portfolio Review

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My portfolio is up 15.75% for the first six months of 2017, pulling up my since inception IRR to 23.74%, and comfortably ahead of the S...
34 comments: