Whopper Investments
Deep value, special situations, event-driven, arbitrage

Birner Dental Management Services: Accounting Masks Substantial Value Opportunity

Upfront note: BDMS is a true micro-cap with a market cap of less than $35m, and much of it is controlled by insiders so it is relatively thinly traded. I encourage any readers to do their own due diligence on the company and use limit orders if they decide to buy and/or sell the stock. I am long BDMS.

As anyone who has read my articles knows, I think the best book (by far) for thinking about investing in today's world is Joel Greenblatt's You Can Be a Stock Market Genius. Greenblatt mentions many different forms of investing where investors can find an edge, but one often overlooked one is the conglomerate with an unprofitable division model or, as...

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