Nothing here should be considered investment advice.
Joined January 2020
- Tweets 426
- Following 527
- Followers 2,146
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114 Photos and videos
Jun 13
Nice interview with a Boston GOAT. Favorite investment opportunity right now? Senior living $SNDA
youtu.be/AbZYb11A-Hw?is=ouVe…
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Jun 12
I’ve seen NOLs as a source of value in several microcap situations
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Jun 8
$MCCK the whole letter here. Appreciate the writing style of giving zero f’s about shortermism/ public opinion.
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Jun 2
$NNUP feels like an under-reaction to the recent acquisition announcement. Seems like a lot to like: (i) attractive purchase price of ~0.5x revenue; (ii) diversification into more industrial-leaning end markets; (iii) hiring operator with legit pedigree (former CEO of Bayer)…
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Jun 2
(iv) said operator purchasing equity ($200K at $1.50); (v) legit institutional investor (@HorizonKinetics) also putting up capital; (vi) seller willing to take 1/3 of purchase price in stock and (vii) importantly triples the revenue base to leverage public company costs.
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May 30
Genuinely sad thinking about the compounding Collectors could have done in the public market *sigh* @natsturner let me know if there are any private shares available? RIP $CLCT
baseballamerica.com/stories/…
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May 30
Investor group took Collectors private in 2020 at a valuation of $833 million.
“Collectors previously raised $100M in 2021 at a $4.3B valuation…” so, 5x in a year.. pedestrian!
sportsbusinessjournal.com/Ar…
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May 30
Moral of the story: there are really interesting and undervalued companies in the microcap world. Rant over.
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May 9
Brings a tear to my eye to see a nanocap scraping the bottom of the barrel for cost savings!
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