MicroValue @ValueStalker
Nothing here should be considered investment advice. Joined January 2020-
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$MCCK the whole letter here. Appreciate the writing style of giving zero f’s about shortermism/ public opinion.
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Part of $MCCK annual letter; sounds like liquidity offer incoming?
(iv) said operator purchasing equity ($200K at $1.50); (v) legit institutional investor (@HorizonKinetics) also putting up capital; (vi) seller willing to take 1/3 of purchase price in stock and (vii) importantly triples the revenue base to leverage public company costs.
$NNUP feels like an under-reaction to the recent acquisition announcement. Seems like a lot to like: (i) attractive purchase price of ~0.5x revenue; (ii) diversification into more industrial-leaning end markets; (iii) hiring operator with legit pedigree (former CEO of Bayer)…
@stressed_assets @JonLitt would disagree
Compensation Plan Hubris: Why Welltower’s Ten-Year Executive Program Is Likely to Lead to Inferior Shareholder Returns Link to L&B white paper: landandbuildings.com/wp-content/upl… A Detailed White Paper on the Analysis of Misalignment, Misleading Disclosure, and the Transfer of Wealth
Moral of the story: there are really interesting and undervalued companies in the microcap world. Rant over.
Investor group took Collectors private in 2020 at a valuation of $833 million. “Collectors previously raised $100M in 2021 at a $4.3B valuation…” so, 5x in a year.. pedestrian! sportsbusinessjournal.com/Articles/2026/…
Genuinely sad thinking about the compounding Collectors could have done in the public market *sigh* @natsturner let me know if there are any private shares available? RIP $CLCT baseballamerica.com/stories/psa-te…
@thewritser Gross. The fact that shareholders had to push for this structured liquidation should have been a 🚩 in the first place, I guess. Either way, rubber is going to meet the road here in a few months, I suppose.
Figure I should expound on this- though this is expert market so may not be interesting for many. $EMMS
For anyone following $EMMS … small position venturebeat.com/games/anzu-adv… Anzu advances in-game ad offerings with Amex Ventures investment | VentureBeat
$MAIR is a recent HVAC IPO. Sell side peer group set trading at an avg. ~20x EBITDA. Stripping out all the commodity trading noise, $MCCK is sub-4x EBITDA.
Bummed you’re missing out on the AI bubble but a little too thrifty to splurge on $INTC or $MU? Maybe worth checking out $SNNF. A 2025 mutual conversion that will be opening a branch directly across the street from Micron’s new upstate NY fab and trading at 70% of tangible book.
Brings a tear to my eye to see a nanocap scraping the bottom of the barrel for cost savings!
Love to see it! Massive takeover premium for a “dirt cheap nanocap”. Only about a year from when it was written up on VIC. Congrats $ELSE holders.
Bought a little $LAB. Cash box with some solid investors and new management from $DHR
$MCEM annual meeting video. Financial details: $8/ton price increase started 1/1; expect “slight increase” in volumes y/y; BOD approved 11% increase to regular dividend. New CFO (internal promotion) monarchcement.com/wp-content/upl…
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