WEH Value

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Live From The Gutter: Trinity Place Holdings: (TPHS)
Binary Bet Situation
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William Houston
1

October 2022

Hidden Unicorn: Thryv Holdings, Inc. (THRY)
Rising from the dust like a Phoenix... maybe
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William Houston
5
Updated Analysis: Donnelley Financial Solutions, Inc. (DFIN)
Shameless self plug
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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
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William Houston

August 2022

Special Sit or Fraud? Brookmount Explorations, Inc. (BMXI)
Potential Up-listing, but is it worth the risks?
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William Houston
1

July 2022

Near "net-net" with a Hidden Catalyst - Allied Resources, Inc. (ALOD)
Way off the beaten path... asymmetric returns potential
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William Houston
8

June 2022

Beaten Up: Douglass Elliman (DOUG) - 3x EBITDA, ex. Spin-Off
Not much needs to go right...
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William Houston
Free Cash Flow Machine- Donnelley Financial Solutions, Inc. (DFIN)
Interesting Case - Slow/Little - No growth but Lots of FCF generation
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William Houston
Pasithea Therapeutics Corp. (KTTA) - 50% net cash, potential catalyst
One to keep an eye on
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William Houston

May 2022

DEEP Value: 1/3 Net Cash & Securities and Overblown Fears: Symbolic Logic: (EVOL)
A perfect storm creates a perfect opportunity
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William Houston
Unit Corporation (UNTC) - Asymmetric Trade
An attractive opportunity in this volatile market
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William Houston
1
Tax-Free Spin-Off: LGL Group, Inc. (LGL)
Special Situation - potential for massive annualized gains
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William Houston
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