Special situation

Two updates

Idea Updates

Recent buy

Spectrum Special Situation

Massive catalysts in a "left for dead" industry

Dip buying again

Is Nathan's Famous for sale?

Growth Transformation

Buying the dip

2024 review

Under the radar earnings ramp

Updates, plus a question for subscribers

That was quick! GVP is gone.

GSE Systems: Are public shareholders about to "get robbed?"

Three stocks on my "buy the dip" list: An asset sale looks bullish, strong turnaround outlook after fiscal Q4, micro-cap (finally?) at growth inflection point

GBank Update: Potential Catalysts Not Reflected In The Current Share Price

Still left for dead + potential catalysts: Up a bunch since initial article, yet incentives + undervaluation look interesting again

Two brief updates, preview of next ideas: NRP NLOP, preview of next new ideas

Hidden margin expansion: Management has been slow-rolling (potentially) enormous margin expansion

Vector Group to be acquired for $15/share : Moving on...

A few post-earnings updates: Quick updates two recent ideas. I think both are still at good buy points.

What I have been buying : I added to my position in these four stocks

Left For Dead Aerospace: The market is ignoring this business's quality and growth trajectory

Garrett Motion (GTX) notes, next article preview: My take on GTX Q2 results plus a preview next micro cap idea