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  • Quartet Merger Rights: 40% Upside For A Short-Term Event Driven Investment [View article]
    Thanks for the idea, Ariana.
    Sep 4 09:55 AM | Likes Like |Link to Comment
  • Liberty Interactive completes TripAdvisor stake spinoff [View news story]
    How many TripAdvisor shares per LTRPA?
    Aug 28 11:14 AM | Likes Like |Link to Comment
  • Rayonier Advanced Materials: An Undervalued Industry Leader [View article]
    I'm torn on this one. It received a great write up in Barrons a few weeks back but the market conditions for their CS products do not look great. I bought anyway.

    I would note that many of the execs from the old company, including CEO Paul Boynton, jumped ship to the new RYAM. I also noticed in the filings that they have received stock options in the new company so their interests are aligned with shareholders in making it a success.

    Also, I see them raising the dividend because it nowhere near the 2 or so percent they discussed prior to the spin. That should help the price also.
    Aug 6 02:47 PM | 1 Like Like |Link to Comment
  • $250 Waiting To Get Picked Up [View instapost]
    Here we go again. I have not, however, seen an odd lot provision in this one. Proceed with caution.
    Aug 6 09:15 AM | Likes Like |Link to Comment
  • Gundlach Interview By Barry Ritholtz: Run, Don't Walk To This Interview...! [View instapost]
    Thanks for posting arbtrader. Such a refreshing change from CNBC.
    Aug 4 12:55 PM | Likes Like |Link to Comment
  • Raynoier Advanced downgraded after big miss [View news story]
    Thanks for getting my hopes up, Barrons.
    Jul 31 08:54 AM | 1 Like Like |Link to Comment
  • Untranslatable Words [View instapost]
    Classic definition of shlimazl (and his cousin the schlemiel):

    "A shlemiel is somebody who always spills his drink at the party; a shlimazl is the person the drink always lands on."
    Jul 16 12:01 PM | 5 Likes Like |Link to Comment
  • California Chrome Arbitrage And $300 On The Sidewalk [View instapost]
    Nice Chris. This reminds me of the passage in Fortune's Formula that went into detail about how to size your bets according to the odds.
    I didn't think it would work in real life but now I'm not sure. I think I may play along because it does look fun.
    Jun 26 02:29 PM | 1 Like Like |Link to Comment
  • India Election Like Abe In Japan: 10-Year Bull Market Has Started [View article]
    Thanks for that. I'm a big fan of Bulldog and I hadn't read about SVVC yet.

    I tend to agree on Urbana. I do think the IPO will have an impact but I'm not sure when or if it will happen.
    May 23 10:11 PM | Likes Like |Link to Comment
  • India Election Like Abe In Japan: 10-Year Bull Market Has Started [View article]
    FWIW, Chris DeMuth wrote it up a while back:
    May 22 04:32 PM | Likes Like |Link to Comment
  • India Election Like Abe In Japan: 10-Year Bull Market Has Started [View article]
    KL -- any thoughts on Urbana Corporation (OTC:URNAF)? They have a fairly large stake in the Bombay Stock Exchange and the company's overall NAV is well above the share price.
    May 22 10:19 AM | Likes Like |Link to Comment
  • What Jim Rogers Is Buying Right Now [View article]
    If you want to know more about Jim Rogers and his performance record, I recommend picking up 'The New Money Masters' by John Train. Look for it on Amazon. There's a whole chapter on Rogers and his eclectic investing style.

    If my memory serves correct, I believe the appendix contains some additional materials from Rogers including some sort of spreadsheets he used to research companies.
    May 19 10:37 AM | 1 Like Like |Link to Comment
  • Move over Vascepa, here comes Epanova [View news story]
    Nice. Now, we just need the exclusivity determination to be reached by September 30, 2014 for the first milestone payment. At least, I think that's what we're waiting for.
    May 6 09:16 AM | Likes Like |Link to Comment
  • Special Situation: Make 11% In A Month With Global Sources Tender [View article]
    Special -- always appreciated.
    May 2 09:45 AM | Likes Like |Link to Comment
  • Prudential Bancorp: Plenty Of Catalysts At A Bargain Price [View article]
    Nice article. Long PBIP.
    Apr 18 10:51 AM | Likes Like |Link to Comment