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Month: May 2019

Some things and ideas: May 2019

Posted On May 31, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Synalloy quietly undervalued and in play $SYNL

Posted On May 20, 2019
In late April, Privet made an offer to take Synalloy (SYNL; disclosure: long) private at $20/share. Synalloy quickly rejected the offer, and with SYNL's shares currently trading for ~$18.45/share, the market clearly doubts the odds of Privet successfully taking Synalloy private are good. I disagree with the market; I think there's a very good chance […]

J. Alexander's could be a tasty takeover target $JAX

Posted On May 14, 2019
Last month, J. Alexander’s (JAX; disclosure: long) received an unsolicited buyout offer at $11.75/share from their third largest shareholder, Ancora. I think the buyout offer is the first step to JAX selling themselves for a large premium to today’s price of $10.35, though I think it’s an open question whether the sale process will be […]
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