Activist Investors Took This Company Over, Restructured Debt, Got a Compliance Problem Solved, and Now Needs to Tackle Cap Ex.
Along for the Ride: What Friday's 10-Q Changed, and What It Didn't
The Value Road
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
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The Business Just Posted Its Best Numbers Ever. The Stock Went Down.
A record quarter, $239 million in cash, and a manufacturer you can buy for 2.7 times EBITDA
The Controller Bid $11.25 But The Cash Per Share This Company is Holding is About to Equal This Bid Price
When the Squeeze-Out Runs Out of Runway
Entravision Q2 Notes
Entravision posted Q2 2026 results yesterday.
My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference
My First Stock Pitch
Running Greenblatt Through the Micro-Cap Bin
What Survived the Magic Formula
This Stock Just Got Cheaper on Better Numbers
Everything Went Right, The Stock Went Down
Entravision: Another Whale Has Emerged
Entravision reports Q2 on August 4th, and the entire conversation around this name has narrowed to one question: what happens to the Hong Kong customer?
Why Every Screen in the Market Missed This One
A Nine-Month Loss, a $2.5M Rent Backlog, and a Building for Sale
A $1.5 Billion Sale Just Re-Rated an Entire Asset Class and Wall Street Hasn't Done the Math Yet
Everyone Read the Headline but Nobody Ran the Numbers