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Solitron Devices (SODI): Operating Leverage & Growth at only 3x Earnings net cash
What am I missing?
William Houston
Apr 20, 2022
3
9
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Solitron Devices (SODI): Operating Leverage & Growth at only 3x Earnings net cash
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Live From The Gutter: Trinity Place Holdings: (TPHS)
Binary Bet Situation
William Houston
Nov 13, 2022
1
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Live From The Gutter: Trinity Place Holdings: (TPHS)
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Hidden Unicorn: Thryv Holdings, Inc. (THRY)
Rising from the dust like a Phoenix... maybe
William Houston
Oct 17, 2022
3
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Hidden Unicorn: Thryv Holdings, Inc. (THRY)
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Updated Analysis: Donnelley Financial Solutions, Inc. (DFIN)
Shameless self plug
William Houston
Oct 10, 2022
3
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Updated Analysis: Donnelley Financial Solutions, Inc. (DFIN)
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Potential 78% Annualized Return - Special Sit: Metacrine, Inc. (MTCR) & Equillium, Inc. (EQ)
My first stab at a arb(ish) situation
William Houston
Sep 10, 2022
1
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Potential 78% Annualized Return - Special Sit: Metacrine, Inc. (MTCR) & Equillium, Inc. (EQ)
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Special Sit or Fraud? Brookmount Explorations, Inc. (BMXI)
Potential Up-listing, but is it worth the risks?
William Houston
Aug 30, 2022
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Special Sit or Fraud? Brookmount Explorations, Inc. (BMXI)
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Near "net-net" with a Hidden Catalyst - Allied Resources, Inc. (ALOD)
Way off the beaten path... asymmetric returns potential
William Houston
Jul 12, 2022
8
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Near "net-net" with a Hidden Catalyst - Allied Resources, Inc. (ALOD)
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Beaten Up: Douglass Elliman (DOUG) - 3x EBITDA, ex. Spin-Off
Not much needs to go right...
William Houston
Jun 29, 2022
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Beaten Up: Douglass Elliman (DOUG) - 3x EBITDA, ex. Spin-Off
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