Sign Up
   |  
Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Archives

Cutting into Lifetime's Value $LCUT

Posted On April 18, 2017
A recent bid from a major shareholder with a history of buying companies could be the beginning of the end for Lifetime Brands (LCUT) A strategic acquirer could likely realize huge synergies from buying Lifetime Even absent an acquisition, shares are currently trading for a discount to their likely standalone fair value. In mid-March, Mill […]

Cutting into Lifetime's Value $LCUT

Posted On April 18, 2017
A recent bid from a major shareholder with a history of buying companies could be the beginning of the end for Lifetime Brands (LCUT) A strategic acquirer could likely realize huge synergies from buying Lifetime Even absent an acquisition, shares are currently trading for a discount to their likely standalone fair value. In mid-March, Mill […]

Something's BREWing at CBA $BREW

Posted On March 29, 2017
Craft Brew Alliance (ticker: Brew, but nicknamed CBA) new deal with Anheuser-Busch could lead to a buyout at a big premium. Declines at other brands have hidden Kona's growth recently, but that should change in the near future At today's prices, shareholders have multiple ways to win. In August, Craft Brew Alliance (ticker: BREW; CBA […]

Playa-ing around with SPACs (Part 2) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]

Playa-ing around with SPACs (Part 2) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (see here) covers why I'm so negative on SPACs, and part 2 (below) […]

Playa-ing around with SPACs (Part 1) $PLYA $PACE

Posted On March 6, 2017
Pace Holdings (PACE), a SPAC, is buying Playa Resorts in a deal scheduled to close this month. Despite the history of SPACs, I find the deal and company attractive Due to post size, I split my overview into two pieces: part 1 (below) covers why I'm so negative on SPACs, and part 2 (see here) […]

What the heck is happening at Insignia $ISIG

Posted On March 2, 2017
Some weird stuff is happening at Insignia I'd love to get your take on it I write on this blog for a bunch of reasons. Partly I do it because I’m always researching and writing up investment ideas, and I was kind of sad that all of that writing was going to die on my […]

What the heck is happening at Insignia $ISIG

Posted On March 2, 2017
Some weird stuff is happening at Insignia I'd love to get your take on it I write on this blog for a bunch of reasons. Partly I do it because I’m always researching and writing up investment ideas, and I was kind of sad that all of that writing was going to die on my […]

Novelion might not be an orphan for much longer $NVLN

Posted On February 28, 2017
Novelion has a fantastically interesting history The company's financials currently look like a train wreck A relatively conservative sum of the parts shows significant upside from today's prices Novelion (NVLN; disclosure: long) is not for the faint of heart. In addition to a history of FDA fines for “fast-and-loose” interviews and a still pending DoJ […]

Novelion might not be an orphan for much longer $NVLN

Posted On February 28, 2017
Novelion has a fantastically interesting history The company's financials currently look like a train wreck A relatively conservative sum of the parts shows significant upside from today's prices Novelion (NVLN; disclosure: long) is not for the faint of heart. In addition to a history of FDA fines for “fast-and-loose” interviews and a still pending DoJ […]
1 18 19 20 21 22 24
  • Join the Mailing List

    Enter your email address to subscribe to this blog and receive notifications of new posts by email.
  • Categories

  • Archives