Implied Value
Contributor since: 2013
Latest Articles
CSW Industrials: A Spin-Off With A Lot Of Potential
Sotherly Hotels: Too Much Debt In This Environment
Don't Underestimate Engineering Services At Willdan
Tredegar: The Trough Is Not In
Enercare: 6% Yield And Growing
Clarke Inc.: 20% Discount To NAV With A Free Put
Tredegar: The Trough Is In
Rayonier Advanced Materials: Volatile Dead Money
Holloway Lodging Update: Oil Pains
Mainstream Equity Update: A Positive Development In Edmonton Arena District
Rand Worldwide: Growth By Autodesk
Sotherly Hotels Update: Atlanta Acquisition Paying Dividends
Terravest Capital: A Cheap Mini-Conglomerate
McClatchy Postmortem
Holloway Lodging: Transformative Acquisition Being Overlooked
Constellation Software Continues To Shine
McClatchy Prints A Mediocre Q2
Replenishing The Pantry, CareerBuilder, And Newspapers: Unlocking Not-So Hidden Assets At McClatchy
Mainstreet Equity: A Virtuous Cycle Of Value Creation
Sotherly Hotels: Mid-Cycle Growth At Mid-Single Digits Multiple
A Positive Surprise For Microsoft: HP Hints PC Recovery
Update On Town Sports: Competition Elevates Risk
Constellation Software: A Great Company
Workout With Town Sports International
Morguard: Two REITs For The Price Of One