Clark Street Value
Friday, December 29, 2017
Year End 2017 Portfolio Review
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Time to close the books on 2017; it was a great year in the markets and for my personal account which was up 31.25% compared to the S&P ...
26 comments:
Wednesday, November 15, 2017
BBX Capital: Bluegreen Vacations IPO
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BBX Capital (BBX) is familiar to many investors who fish in the same small cap value and special situation ponds. Most of the company's...
37 comments:
Friday, November 10, 2017
VICI Properties: Caesars REIT, OTC Listing, Dividend Catalyst
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One of my favorite investment themes are non-dividend paying REITs because they often trade at a discount as a result of being shunned by yi...
26 comments:
Entercom: CBS Radio Reverse Morris Trust
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Entercom Communications (ETM) is the fourth largest terrestrial radio group in the country with 125 AM/FM stations in 28 markets, its well r...
23 comments:
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:
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