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Every article we have published, filed by the company it is actually about.
2206 articles about companies over $50M
$DAKT Perhaps the most attractive long I’ve seen in years. Dominant \position in a category growing >20%. Major business overhaul taking hold after years of underperformance. Stock trades at 7x EPS/ 13% FCF yield due to low awareness of these structural improvements (see below)..
In Voss's Q3 2023 letter we give updates on $ECN and $CROX and highlight a new long idea, $CRH (base case PT $120, 118% upside). Link here: https://t.co/iCyikUpqno https://t.co/NtFZk6UERg
If anyone has any questions on $HHH feel free to DM me.
For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp
Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.
Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
Our Q2 letter is up on Voss Cap website now. We give a brief overview of our $IIIV investment thesis. https://t.co/NgmaY6IhKN
PureCycle’s largest shareholder, Sylebra Capital, keeps financing its delayed, over-budget plastic-recycling plant despite covenant…
Campari’s five-year loyalty plan grants five votes per share, letting its controlling shareholder sell stock while retaining control and…
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
ZimVie, a Zimmer Biomet dental and spine spinoff, fell below $150 million in market value after separation despite global sales reach and…
Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…
Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB
Alluvial Capital’s Q3 update values We.Connect at a mid-single-digit earnings multiple, flags LICT’s $128 million rural-broadband grant,…
Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM https://t.co/56IJVj56l3
Much more important than the median is the spread b/ w the cheapest (at 7.4x) and most expensive (at 56x) quintiles on fwd P/E estimates. Valuation dispersion has barely budged w/ recent mkt moves & remains at a record wide gap on par w/ peak of the internet bubble. $SPY $IWM https://t.co/rmzJAcD3tR
Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF https://t.co/h2tNhufePW
@TraderNewsFeed @AggieCapitalist We had a deep deep recession in 2020 and $ALTG grew right through it and held EBITDA flat...
@TraderNewsFeed @AggieCapitalist That would certainly be a shock out of left field as they are telling you demand is accelerating across every vertical. CRE construction projects take time. ABI looks strong, particularly new inquiries, a good leading indicator. $ALTG organic rev only declined 3% in '20 Recession https://t.co/j7GD9MvAzC
$GFF https://t.co/YA5tEZxOON
