WEH Value

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

Binary Bet Situation

Nov 13, 2022 • 

William Houston

1

1

October 2022

Hidden Unicorn: Thryv Holdings, Inc. (THRY)

Rising from the dust like a Phoenix... maybe

Oct 17, 2022 • 

William Houston

1

5

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

Shameless self plug

Oct 10, 2022 • 

William Houston

1

3

September 2022

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

My first stab at a arb(ish) situation

Sep 10, 2022 • 

William Houston

2

August 2022

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

Potential Up-listing, but is it worth the risks?

Aug 30, 2022 • 

William Houston

1

July 2022

Near "net-net" with a Hidden Catalyst - Allied Resources, Inc. (ALOD)

Way off the beaten path... asymmetric returns potential

Jul 12, 2022 • 

William Houston

1

8

June 2022

Beaten Up: Douglass Elliman (DOUG) - 3x EBITDA, ex. Spin-Off

Not much needs to go right...

Jun 29, 2022 • 

William Houston

2

Free Cash Flow Machine- Donnelley Financial Solutions, Inc. (DFIN)

Interesting Case - Slow/Little - No growth but Lots of FCF generation

Jun 21, 2022 • 

William Houston

1

Pasithea Therapeutics Corp. (KTTA) - 50% net cash, potential catalyst

One to keep an eye on

Jun 12, 2022 • 

William Houston

May 2022

DEEP Value: 1/3 Net Cash & Securities and Overblown Fears: Symbolic Logic: (EVOL)

A perfect storm creates a perfect opportunity

May 23, 2022 • 

William Houston

Unit Corporation (UNTC) - Asymmetric Trade

An attractive opportunity in this volatile market

May 13, 2022 • 

William Houston

1

Tax-Free Spin-Off: LGL Group, Inc. (LGL)

Special Situation - potential for massive annualized gains

May 5, 2022 • 

William Houston