Friday, July 15, 2022

WideOpenWest: Cable Overbuilder Rumored for Sale

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Quick one today that I mentioned briefly in my Mid-Year post as a watchlist idea. WideOpenWest (WOW) ($1.6B market cap) is a cable/broadband...
12 comments:
Friday, July 8, 2022

Rubicon Technology: NOL Shell, Tender Offer, Special Dividend

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Thanks to Writser for pointing me to this idea Rubicon Technology (RBCN) ($36MM market cap) is primarily an NOL cash shell with a small $4MM...
42 comments:
Thursday, June 30, 2022

Mid Year 2022 Portfolio Review

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Investing is a humbling endeavor.  For the first half of 2022, my personal account is down -27.26% versus the S&P 500 being down -19.96%...
49 comments:
Wednesday, June 22, 2022

Transcontinental Realty: VAA JV Properties Sold, What's Next?

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Over the weekend, news came out that Transcontinental Realty Investors (TCI) and their partner, Macquarie, sold the assets inside their Vict...
16 comments:
Sunday, June 12, 2022

Franchise Group: In Exclusive Acquisition Talks w/Kohls

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Franchise Group (FRG) is one of my largest positions, naturally I feel obligated to post something on the headline grabbing news that FRG is...
10 comments:
Friday, May 13, 2022

Radius Global Infrastructure: Tower Ground Leases, Rumored Sale

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Now onto something that is a little more in my historical wheelhouse. Radius Global Infrastructure (RADI) is a holding company that owns 94%...
33 comments:
Friday, May 6, 2022

Argo Group International: New Activist Pressure, Pursuing a Sale

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This will be a brief post and not the most exciting idea given the current chaotic market backdrop, but I wanted to throw something out ther...
31 comments: