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Category: A-M

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 […]

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 […]

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. […]

Dyadic: two lottery tickets for the price of none $DYAI

Posted On January 31, 2017
Dyadic (DYAI; disclosure: long) trades for below its cash value and is buying back shares like crazy The company has two massive options: their C1 tech for healthcare, and a big lawsuit Position sizing has been a real struggle for me here; I'd love to hear your thoughts Upfront note: Dyadic (DYAI) is an illiquid […]

Dyadic: two lottery tickets for the price of none $DYAI

Posted On January 31, 2017
Dyadic (DYAI; disclosure: long) trades for below its cash value and is buying back shares like crazy The company has two massive options: their C1 tech for healthcare, and a big lawsuit Position sizing has been a real struggle for me here; I'd love to hear your thoughts Upfront note: Dyadic (DYAI) is an illiquid […]

Franklin Covey's big question $FC

Posted On January 27, 2017
Franklin Covey is undergoing a business model switch that makes their financials look worse than they are. Ignoring the model switch, Q1 still seemed awful and calls into question if the switch is going well or not. If Q1 was just a blip and AAP is as successful as advertised, investors could do well at […]

Franklin Covey's big question $FC

Posted On January 27, 2017
Franklin Covey is undergoing a business model switch that makes their financials look worse than they are. Ignoring the model switch, Q1 still seemed awful and calls into question if the switch is going well or not. If Q1 was just a blip and AAP is as successful as advertised, investors could do well at […]
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