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Month: February 2017

Layne's Heavy sale a catalyst for a blog post $LAYN

Posted On February 10, 2017
Last night, LAYN announced a sale of their Heavy Civil division I’ve had the write up below ready to go for a while, and the sale “catalyzed” me to post it before it became too stale LAYN’s an interesting SOTP story, but there are definitely a lot of lingering questions I’ve had the below write […]

Layne's Heavy sale a catalyst for a blog post $LAYN

Posted On February 10, 2017
Last night, LAYN announced a sale of their Heavy Civil division I’ve had the write up below ready to go for a while, and the sale “catalyzed” me to post it before it became too stale LAYN’s an interesting SOTP story, but there are definitely a lot of lingering questions I’ve had the below write […]

With this much smoke, is ComScore actually on fire? $SCOR

Posted On February 7, 2017
ComScore’s (SCOR) shares were rocked yesterday on continued accounting issues I thought this might be a case of a bit of smoke and no fire, but man there is a lot of smoke here. It’s tough to imagine that smoke is coming from anything other than a raging inferno. All of these thoughts are preliminary; […]

FGL's potential merger break could offer upside $FGL

Posted On February 6, 2017
FGL is in a merger with Anbang that is likely to break later this week Despite the likely break, FGL's stock looks interesting on a host of fundamental metrics. If the deal does break, it seems a decent bet majority owner HRG will look to sell FGL again in the near future. So far, I’ve […]

FGL's potential merger break could offer upside $FGL

Posted On February 6, 2017
FGL is in a merger with Anbang that is likely to break later this week Despite the likely break, FGL's stock looks interesting on a host of fundamental metrics. If the deal does break, it seems a decent bet majority owner HRG will look to sell FGL again in the near future. So far, I’ve […]

The "bonus for everyone" culture is killing shareholders

Posted On February 5, 2017
Roughly 15% of the posts I see on Facebook complain about “kids these days” (Before the election, it was probably 25%. Now my Facebook feed is probably 15% “kids these days”, 65% political rants, 15% baby photos or engagement announcements, and 10% cute puppy videos. Related note: I only like 10% of my Facebook feed). […]

The "bonus for everyone" culture is killing shareholders

Posted On February 5, 2017
Roughly 15% of the posts I see on Facebook complain about “kids these days” (Before the election, it was probably 25%. Now my Facebook feed is probably 15% “kids these days”, 65% political rants, 15% baby photos or engagement announcements, and 10% cute puppy videos. Related note: I only like 10% of my Facebook feed). […]

MEI Pharma: Massive upside not reflected in today's price $MEIP

Posted On February 2, 2017
A failed Phase II trial for their main drug caused investors to abandon MEI Pharma (MEIP) Today, the company trades for below net cash Despite the failed trial, some recent good news suggest there could be significant upside potential hiding here This week the blog is focused on companies trading for less than cash value. […]

MEI Pharma: Massive upside not reflected in today's price $MEIP

Posted On February 2, 2017
A failed Phase II trial for their main drug caused investors to abandon MEI Pharma (MEIP) Today, the company trades for below net cash Despite the failed trial, some recent good news suggest there could be significant upside potential hiding here This week the blog is focused on companies trading for less than cash value. […]

Ophthotech: a quick follow up $OPHT

Posted On February 1, 2017
Ophthotech (OPHT) announced a strategic review this morning The review is great if you're a member of the management team or a believer that the management team has significant skill in identifying unique compounds; for everyone else, not so much. The current plans probably call for a capital raise or partner in a few years, […]
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