Friday, September 16, 2022

Digital Media Solutions: Broken deSPAC, MBO Offer

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Another quick idea -- hat tip to Writser again for pointing me in this direction -- Digital Media Solutions (DMS) ($135MM market cap) is a ...
58 comments:
Wednesday, September 7, 2022

IMARA: Asset Sale, Below NCAV, Potential Liquidation

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Since all my speculative M&A ideas seem to be falling flat on their face in the current market environment, it is time to go back to a b...
68 comments:
Tuesday, August 9, 2022

LMP Automotive: Quick Update, Liquidation

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A quick update on one of the few ideas that worked for me this year, LMP Automotive (LMPX) ($80MM market cap) announced on Monday that they ...
63 comments:
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: