Tuesday, December 31, 2019

Year End 2019 Portfolio Review

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It is once again time to close the books on another year (and this time a decade), with a similar caveat to my mid-year update, the 2018 yea...
11 comments:
Tuesday, December 3, 2019

Accel Entertainment: SPAC, Distributed Gaming in IL

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I did it, I finally fell for a special purpose acquisition company ("SPAC") pitch -- Accel Entertainment (ACEL) came public via a ...
17 comments:
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: