Long-Short Value
Contributor since: 2013
Latest Articles
Sell The Pump In Papa Murphy's
SBA Communications: Data, Towers, And NOLs
2017 High Conviction Shorts
LightPath Technologies: Special Situation Microcap Optical Components Company
HomeAway: The Best Acquisition Of The Last Year
Revolution Lighting Technologies: Big Opportunities, Cheap Valuation
Liberty Expedia Holdings' Split-Off Is Coming In Hot
Low-Float, High-Hype Manipulated IPOs: Short Twilio And Acacia Communications
Sonic Corp: Undervalued Franchise Restaurant With Multiple Catalysts
Green Brick Partners Continues To Shine
The Next Data Play: Billboard Companies
Digirad: Microcap Medical Services Compounder With Strong Management
IAC/InterActiveCorp: More Than Meets The Eye
BSQUARE: DataV Is The Real Deal (And It Has Huge Gross Margins)
ElectroMed: An Undervalued Micro-Cap Medical Equipment Company
HealthStream: Not A High Growth SaaS Company
Amplify Snack Brands: Post Q1 Results And The Secondary, It Is Still A Short
Amplify Brands: More Hype, More Issues: They Have No Long Term Moat
Amplify Snack Brands: A Massive Hype Story That Is About To Turn Salty With Potential Dilution
Software Ate The World And It's About To Come Out The Other End
Green Brick Partners: Uniquely Structured Land Developer With Significant Embedded Value
Solar3D: Profitable Solar Roll-Up Poised For A Breakout 2016
2016 Small And Mid Cap High Conviction Shorts
Ferrari - A Race To $25 A Share (46% Downside)
Bsquare Q3 Update: The Future Still Rests With DataV
Agrium: A Better Way To Invest In Agriculture
Adeptus Health: Questionable Business Model + Insider Selling = Short Opportunity
Bsquare: Small-Cap Gem Offering Potential Upside And Margin Of Safety
Elite Value Investors August 13F Portfolio: Ex-Oil-Related Strategy Annualized Return 15.3%
Short XO Group - Growth Expectations Are Unrealistic
Fortress Investment Group: Cheap Investment Company With Ongoing Diversification Efforts
Risk-Reward On Altisource Portfolio Is Significant Post Ben Lawsky And Bill Erby