WEH Value

Home
Archive
About
New
Top
Discussion
Live From The Gutter: Trinity Place Holdings: (TPHS)
Binary Bet Situation
 • 
William Houston
1
October 2022
Hidden Unicorn: Thryv Holdings, Inc. (THRY)
Rising from the dust like a Phoenix... maybe
 • 
William Houston
5
Updated Analysis: Donnelley Financial Solutions, Inc. (DFIN)
Shameless self plug
 • 
William Houston
3
September 2022
Potential 78% Annualized Return - Special Sit: Metacrine, Inc. (MTCR) & Equillium, Inc. (EQ)
My first stab at a arb(ish) situation
 • 
William Houston
August 2022
Special Sit or Fraud? Brookmount Explorations, Inc. (BMXI)
Potential Up-listing, but is it worth the risks?
 • 
William Houston
1
July 2022
Near "net-net" with a Hidden Catalyst - Allied Resources, Inc. (ALOD)
Way off the beaten path... asymmetric returns potential
 • 
William Houston
8
June 2022
Beaten Up: Douglass Elliman (DOUG) - 3x EBITDA, ex. Spin-Off
Not much needs to go right...
 • 
William Houston
Free Cash Flow Machine- Donnelley Financial Solutions, Inc. (DFIN)
Interesting Case - Slow/Little - No growth but Lots of FCF generation
 • 
William Houston
Pasithea Therapeutics Corp. (KTTA) - 50% net cash, potential catalyst
One to keep an eye on
 • 
William Houston
May 2022
DEEP Value: 1/3 Net Cash & Securities and Overblown Fears: Symbolic Logic: (EVOL)
A perfect storm creates a perfect opportunity
 • 
William Houston
Unit Corporation (UNTC) - Asymmetric Trade
An attractive opportunity in this volatile market
 • 
William Houston
Tax-Free Spin-Off: LGL Group, Inc. (LGL)
Special Situation - potential for massive annualized gains
 • 
William Houston
© 2023 William Houston
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing