Safety In Value
Articles
Neo Performance Materials Has 58% Upside And Exposure To Electric Vehicle Growth
Safely Exploiting Inefficiencies In Microcaps With Safety In Value (Podcast)
The Small-Cap Bear Is Here - What Next?
TAT Technologies Is A Net-Net With Recent Contract Wins
Labrador Iron Ore Has 34% Upside At Current Iron Ore Prices And Multiple Catalysts
Why I've Swapped My Disney For Fox
Disney Will Likely Win The War With Hulu
Crosswinds Holdings Is Liquidating And Will Pay Out Current Share Price In Cash
Marret Resources Corp. - Cash And A Cheap CVR
Radisys: A Merger Arbitrage With A ~15% Spread
E-L Financial - 38% Discount To A Growing Book Value With A Potential Catalyst
A Merger Arbitrage With A Golden Kicker
Clairvest - Buying Quality Private Equity Assets At A Discount
Micro Caps: It's All About Where You Look
TWC Gets Its Catalyst And Trades Up
Kinder Morgan Canada: Trading At A Big Discount After Sale Of Transmountain
Stanley Furniture Sold Its Business And Trades Cheaply - Now HG Holdings
Bri-Chem's Financing And Business Turnaround (That's Already Happened!) Make It A Bargain
Aveda: A Merger With A Huge Contingent Value Right
Rocky Mountain Equipment Is Improving Margins And Trades Cheaply On Earnings
Accord Financial Is A Strong Specialty Lender Well Below Book Value
goeasy: Their Competitors Are Leaving The Market
Ross Is Down On Great Earnings - And The Future Looks Bright
Cervus Has A Local Moat But Cyclical Risk
Recent Picks From The Exceptional North Star Microcap Fund
Why Microcaps (Especially Value) Fall Less On Down Days
Titan Logix Is A Cyclical About To Turn At A Low Valuation
Velan: A Strong Balance Sheet At A Cyclical Low
Valuations Getting Big? Look At Small Caps In 2018
Bird Construction - Oil Price Upside Plus A Quality Government Contracting Niche
HMG Courtland: The Catalyst Has Happened, And The Market Missed It
Microcap Merger Arbitrage: Why Small Deals Close More Often For Bigger Profits