I enjoy finding stocks that fly under the radar. What does that mean? It typically means smaller companies that do not have good sell-side research coverage from large banks (e.g. […]
As I covered in my case study post, when companies face transition periods, investors often shoot first and ask questions later. This often results in leaving significant money on the […]
$NXEOW: The Forgotten Time Value Following my last post on Univar’s acquisition of Nexeo, I wanted to provide a follow-up on the warrants. After confirming that the warrants will remain […]
Well, it took a little over a year since my post pitching Nexeo as too cheap to ignore, but someone finally realized the value of Nexeo. At that time, the […]
Welp, Barron’s this week beat me to it, but instead of focusing on the industry in aggregate (no pun intended) I will focus my post on Summit Materials, the aggregates, […]
Investors are notoriously short sighted. But how often have you capitulated at the wrong time on an investment simply because (a) the headlines get worse and worse and/or (b) your […]
Tesla’s bonds tested new all-time lows this week, hovering around 87.75 cents on the dollar as negative headlines continue to shake confidence of investors. To quickly review the updates, JP […]
