Friday, January 7, 2022

Odonate Therapeutics: Cash Shell, Delisting, Forced Selling, Possible Liquidation

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Quick one today, this idea has been mentioned sporadically in my comment sections.  Odonate Therapeutics (ODT) is a failed biotech, it was a...
35 comments:
Friday, December 31, 2021

Year End 2021 Portfolio Review

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Thank you for reading, hope you're having a good holiday season and thanks to those who have reached out with ideas, commented on write-...
44 comments:
Monday, December 27, 2021

BRT Apartments: Another Sunbelt Multi-Family REIT with Governance Issues

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I didn't mean for this to be a mini-series, but as I was looking through ARL/TCI I remembered another REIT that I looked at years ago, B...
17 comments:

American Realty Investors: TCI Multi-Family JV Portfolio for Sale

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*Disclaimer: This is another closely held, illiquid micro cap* Last week, Bluerock Residential Growth REIT (BRG) agreed to be acquired by Bl...
22 comments:

Vector Group: Douglas Elliman Spin (Watchlist)

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*Just a watchlist item for now, think it is fairly valued unless you have a divergent view on DOUG* Last month, Vector Group (VGR) announced...
3 comments:
Tuesday, November 30, 2021

Altisource Asset Management: Preferred Overhang, Cash Shell w/ Optionality

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Many readers will know this situation, Altisource Asset Management (AAMC) is a cash shell with approximately $80MM in the bank after their o...
12 comments:
Wednesday, November 24, 2021

Sonida Senior Living: Out of Court Restructuring, fka Capital Senior Living

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Sonida Senior Living (SNDA, fka Capital Senior Living under the old symbol CSU) recently completed an out of court restructuring led by Conv...
12 comments: