
Stocks and their ups and downs.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 249 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||

I have been screening for preferred stocks. My CCLDO shares were fully redeemed Friday for a 40% IRR from when I wrote up the preferred in October, so I want to deploy the cash that just came in with something similar.
Preferred stock inve...
I spent Tuesday at the NYSE at back-to-back Investor Days for LGL (NYSEAMERICAN: LGL) and Mtron (NYSEAMERICAN: MPTI). The former is a cash shell controlled by the Gabellis (36% ownership between Mario at 21% and Marc at 15%) with a small op...
When WSC reported Q4, my take was the company had sufficiently lowered expectations and was setting up for multiple beat and raises. That thesis is holding true post Q1. The company reported on Thursday, 5/7, and earnings results drove the...
Either an Impactive loss or a lack of confidence in Impactive
Programming note: I have posts planned for TWLO’s (long thesis) and AMZN’s (last update, write-up on how much value could be unlocked by Anthropic relationship) excellent first...
What you want to own at 13x 2025 GAAP EPS
I’ve seen BQE Water present twice at Planet Microcap in Toronto last November and The Prime Microcaps Conference in Fort Lauderdale last month. The company reported Q4 Friday and grew revenue 107%...
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