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Research

All BARK, (probably) no bite
A take-private fight with a 47% spread in play.
  • Sample writeup
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A closed-end investment co at ~30% upside to NAV quietly preparing to go private
...probably very soon.
  • Sample writeup
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The circus at Auction Technology Group
A scaled two-sided marketplace, a vulnerable board, and a fight that probably isn’t over.
  • Sample writeup
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A take-private offer where intent, timing, and valuation all point in the same direction
Here are five questions I like to ask whenever a take-private offer shows up...
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F.I.L.A.
Not so sure.
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Karelia Tobacco
Two reasons why this is interesting now.
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Danish bank consolidation (update)
The landscape is shrinking as another merger just hit the tapes.
  • Sample writeup
Green Landscaping lessons
A quick (premium) update.
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The $1bn stake nobody saw
What happens when a footnote goes parabolic. The market still hasn't connected the dots.
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Shutterstock/Getty update
...and another absurd opportunity.
  • Sample writeup
A little insurance company at an understated 0.6x book, double-digit BVPS growth for a decade, conservatively financed
Company is in runoff and is buying back every drop of share it can find.
  • Sample writeup
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Is Röko a Lifco all over again?
The most successful executive capital allocators in history naturally get to a point in their careers when...
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Net net with 61% upside to NCAV, 4x earnings, 10% dividend yield
This stock got on my radar when massive trading volume showed accumulation.
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Shutterstock/Getty merger
28.3% deal spread and potential 95% IRR.
  • Sample writeup
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Deswell Industries
How to size up a net net.
  • Sample writeup
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Lindbergh
Italian microcap niche logistics operator turned HVAC rollup.
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SunLink Health update
Only in forgotten corners of the market do you find a 66-140% almost risk-free return in a month.
  • Sample writeup
Bitcoin treasuries
What was once above politics and institutions has become synonymous with self-dealing, led by the leader of the pack: Michael Saylor.
  • Sample writeup
A liquidation play for a 20% IRR
...with an almost 90% payback by year-end.
  • Sample writeup
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Share cannibal with durable cash flows at a double-digit yield, possible liquidation
This company is selling off assets at nearly 2x the group multiple to buy back shares.
  • Sample writeup
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