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Stock Talk Newsletter

Ben Brostoff

Stocks and their ups and downs.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues249Founded5 years agoLast Issue10 days ago
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Latest Issues

Preferred stock screening, 2026 edition

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...

10 days ago
10

LGL and MPTI investor days

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...

13 days ago
15

WSC Q1 - data centers on horizon, lease rate inflection

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...

17 days ago
8

What is the market pricing in for WEX 5/5 vote?

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...

24 days ago
3
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BQE Water stellar Q4

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%...

a month ago
9
Paid

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