Contributor since: 2015
Company: Long cast advisers
Latest Articles
Long Cast Advisers Q4 2018 Letter
Long Cast Advisers Q3 2018 Letter
Not So Revolutionary Thinking
CynergisTek: Letter To Management
Long Cast Advisers Q2 2018 Letter And Thoughts On The Problems We Investors Are Trying To Solve
IVTY Proxy: Board Compensation Is Shameful
Long Cast Advisers Q1 2018 Letter: 'On Testing An Investment Hypothesis'
'The Past Is History, Tomorrow's A Mystery': On Paying Backup Prices For Starting Talent
Letter To Invuity Management
Quest Resources: An Asset Light, Inexpensive, Well Managed, Simple Business In Turnaround
An Essential Activist Campaign That Should Be Supported By Shareholders
Ignore The Short-Term Activist Shaking The Tree At ARI Network Services
EVI Triples Its Size With WSD Acquisition; Post Deal Analysis
How To Not Chase A Stock
Kicking Around A New Idea: Passur, An Inexpensive And Independent Airspace Technology Company
ARI Network Services Annual Report: Guides To 20% Topline Plus Margin Expansion Towards High Teens
Environmental Solutions Worldwide: Revisiting A Holding That's Gone Dark, So I Can Sleep Better At Night
FitLife Brands: Channel Dislocations And Acquisition Present Investment Opportunity
Female Health Company: Opportunity Given Management Change, Share Price Capitulation
ESW Group - Better Governance Could Unlock The Value In The Stock
EVI Management Changes Will Bring Long Term Positive Changes To The Company