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Value In Special Situations

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Special Situations

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Sector Generalists
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Reviewing 2022 and 2023. : Reflections: Gains, Losses, and Lessons

Jan. 4, 2024, 9:22 p.m.

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Paul Andreola: Multibagger Discovery Framework

Aug. 28, 2023, 11:41 a.m.

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GEE GROUP ($JOB) | ~ 150% Upside: Do your own Due Diligence. The author is invested in GEE GROUP (NYSE: JOB). First of all, I did not generate that idea on my own but found the initial investment thesis on www.valueinvestorsclub.com. The thesis is very compelling as it fits exactly into my investment framework. You get this Cigar Butt $ for 0.54c with the optionality to become a good compounder.

Feb. 15, 2022, 5:19 p.m.

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Part II: Playbook and Subsidiaries of Northern Bear PLC: Do your own Due Diligence. The author (me) is invested in Northern Bear (AIM: NTBR). I own shares and if you think about buying shares of this b…

Dec. 30, 2021, 1:49 p.m.

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Part I: Turning a Value Trap into a Value Investment: Northern Bear PLC (AIM: NTBR): Summary Northern Bear PLC After discovering API GROUP, KINOVO PLC, INSTALCO AB next to come is Nothern Bear PLC (AIM: NTBR). This one is super straightforward and this Write-Up is the shortest I wrote so far. Before I start let me tell you why it is undiscovered:

Dec. 7, 2021, 9:22 a.m.

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Micro Cap: KINOVO PLC at 7x FCF (200%+ upside): Okay, Guys, as always. Here is the disclaimer: Do your own Due Diligence. The author (me) is invested in Kinovo. I own shares and if you think about buying shares of this business keep in mind that even a small investment from your side will move the needle and it's not easy to liquidate if you want to get out. Obviously, I'll benefit from an increase in share price.

Nov. 5, 2021, 8:19 p.m.

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Spin-off: Aaron's Company (NYSE: AAN): Do not take that as investment advice and do your own research. Not everything that is written below has to be right and just reflects the opinion of the author. The author has allocated capital at Aarons Company and benefits from an increase in the share price.

May 21, 2021, 9:21 p.m.

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Playboy (NASDAQ: PLBY) / Mountain Crest Acquisition Corp (NASDAQ: MCAC): Thanks for reading Investmentideen.com! Subscribe for free to receive new posts and support my work. Disclaimer: As always, do your own research. This is not investment advice. Everything below might be wrong. The publisher of that article is invested in the company stated.

Feb. 8, 2021, 7:47 a.m.

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Compounder: Argentex PLC (LON:AGFX): Do not take that as investment advice and do your own research. Not everything that is written below has to be right and just reflects the opinion of the author. The author has allocated capital at Argentex PLC and benefits from an increase in the share price.

Nov. 18, 2020, 6:17 p.m.

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Compounder: Instalco Ab (STO:INSTAL): Do not take that as investment advice and do your own research. Not everything that is written below has to be right and just reflects the opinion of the author. The author has allocated capital at Instalco Ab and benefits from an increase in the share price.

Oct. 24, 2020, 4:22 p.m.

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Compounder: APi Group Inc. (NYSE: APG) / German: Dies ist keine Investmentempfehlung. Macht euer eigenes Research dazu. Fehler sind nicht ausgeschlossen. Dies spiegelt ausschließlich die Meinung des Autors wieder. Der Autor ist investiert und profitiert von steigenden Kursen. EDIT: Sold my shares with a 70% gain as

Aug. 27, 2020, 2:24 p.m.

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