Thursday, January 30, 2020

Emmis Communications: Selling Below Net Cash, Mediaco Holdings

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Emmis Communications (EMMS) is a micro-cap (~$50MM) radio broadcaster that recently sold their two popular New York radio stations (substant...
20 comments:
Wednesday, January 8, 2020

Five Star Senior Living: Reorg with Spin Dynamics

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*This one ran away from me a little bit today but still likely cheap, wrote most of this last night after @valuewacatalyst (probably my favo...
51 comments:
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: