Friday, November 15, 2019

Hilton Grand Vacations: In Play, Speculating on a Deal

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Another idea I'm returning to after it has received some takeover speculation is Hilton Grand Vacations (HGV), as a quick recap, HGV is ...
3 comments:

Franchise Group: fka Liberty Tax, Franchise Rollup

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Franchise Group (FRG) is the result of the odd conglomeration of: 1) Liberty Tax (old TAXA); 2) Buddy's, a franchised chain of rent-to...
8 comments:

Ben Franklin Financial: Tiny Bank Merger and Liquidation

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Ben Franklin Financial (BFFI) is a tiny (sub $10MM market cap) two branch community bank located in the northwest Chicago suburb of Arlingto...
5 comments:

Asta Funding: Going Private Offer

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Asta Funding (ASFI) is an old familiar name in the value investing community (I owned it for a stretch), it was once primarily a buyer of de...
2 comments:
Thursday, September 12, 2019

Syncora Holdings: Operating Business Sold, Cash and NOL Stub

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Syncora Holdings (SYCRF), through its subsidiary Syncora Guarantee ("SGI"), is a provider of bond insurance that ran into a whole ...
12 comments:
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: