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Finding Value Wherever It Can Be Found

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Latest Issues

Live From The Gutter: Trinity Place Holdings: (TPHS)

  • This isn’t an L/S report, just an interesting situation I’ve been monitoring

High-risk - banking on a successful refinancing/strategic partnership. Caveat emptor.

Click for PDF:

Tphs

712KB ∙ PDF file

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4 years ago
1
1

Hidden Unicorn: Thryv Holdings, Inc. (THRY)

Remember yellow pages?

Well, you may be surprised to hear that America’s largest independent producer of yellow pages is the subject of today’s analysis (Thryv Holdings, previously known as Dex One). Fear not though, my thesis has absolute...

4 years ago
1
5

Updated Analysis: Donnelley Financial Solutions, Inc. (DFIN)

Let me know what you think, I would love to hear feedback. I submitted this for the Dorsey College Stock Pitching Contest. You can view all the submissions at dorseystockpitchcompetition.substack.com

Dfin Writeup 2022

353KB ∙ PDF file

Do...

4 years ago
1
3

Potential 78% Annualized Return - Special Sit: Metacrine, Inc. (MTCR) & Equillium, Inc. (EQ)

Background

Last Tuesday, Equillium, Inc. (EQ) and Metacrine, Inc. (MTCR) announced via SEC filings that they had entered into a merger purchase agreement. Pursuant to the terms of the agreement, EQ will essentially purchase and merge MTCR...

4 years ago
2

Special Sit or Fraud? Brookmount Explorations, Inc. (BMXI)

Before diving in - this is not going to be like one of my traditional write-ups. However, it’s interesting and I think it’s worth analyzing. I hope you enjoy it!

Brookmount Explorations, Inc. (BMXI), is a pink sheet listed penny stock that...

4 years ago
1

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  • William Houston

    I am an undergrad college student and investor. I enjoy researching/investing in small, rather illiquid securities. I tend to find there is a lot of value in these dark areas of the markets.

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