Clark Street Value

Wednesday, August 21, 2019

Avenue Therapeutics: Two-Step Merger with Cipla, CVR

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Avenue Therapeutics (ATXI) is a one product development stage biotech with a binary investment outcome (let's be honest, most small biot...
8 comments:

Industrial Services of America: Tiny Liquidation, Assets Sold to Nucor Sub

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Another small personal account type idea: Industrial Services of America (IDSA) is a nanocap ($9MM market cap but trades on the NASDAQ) me...
14 comments:
Wednesday, August 7, 2019

Extended Stay America: Rejects Split-Up, Underlying Value Here

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Extended Stay America (STAY) is the last remaining public company of size that is an integrated hotel operator and owner of their real estat...

Empire Resorts: Going Private Offer, Possible Bump?

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Empire Resorts (NYNY) is a one property newly built casino resort ("Resorts World Catskills") located about 90 miles from Manhatta...
6 comments:
Thursday, July 25, 2019

Gannett: Rumored Deal with New Media

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Gannett (GCI) is the publisher of the USA Today and about one hundred other midsized and smaller daily publications, newspapers are clearly ...
22 comments:
Friday, June 28, 2019

Mid Year 2019 Portfolio Review

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The calendar can sometimes play tricks on the way returns look, now in hindsight 12/31/18 was a tough determination date skewing my 2018 res...
8 comments:

Speedway Motorsports: Going Private Offer, Bump Coming?

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Speedway Motorsports (TRK) is the owner of 8 racetracks around the United States, they primarily host NASCAR events and other smaller motors...
4 comments:
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MDC
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