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Archive for May, 2009

Digirad Corporation (NASDAQ:DRAD) Q1 update

Posted in Digirad Corporation (NASDAQ:DRAD), Greenbackd Portfolio, Stocks, tagged , , on May 5, 2009 | 4 Comments »

Digirad Corporation (NASDAQ:DRAD) has filed its 10Q for the quarter ended March 31, 2009. We’ve been following DRAD (see our post archive here) because it is an undervalued asset play with a plan to sell assets and buy back its stock. The stock is up more than 43% since we started following it to close [...]

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Marty Whitman’s adjustments to Graham’s net net formula

Posted in About, Greenbackd, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Stocks, tagged , , , , , , on May 4, 2009 | 11 Comments »

Long-term readers of Greenbackd might remember our initial struggle to apply the net net / liquidation formula described by Benjamin Graham in the 1934 Edition of Security Analysis in the context of modern accounting. Putting aside our attempt to include and tweak the discounts to PP&E (kind of like fixing the smile on the Mona [...]

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Soapstone Networks Inc (NASDAQ:SOAP) Q1 update

Posted in Activist Investors, Mithras Capital, Net Net Stocks, Soapstone Networks Inc (NASDAQ:SOAP), Stocks, tagged , , , , on May 1, 2009 | 2 Comments »

Soapstone Networks Inc (NASDAQ:SOAP) has filed its 10Q for the quarter ended March 31, 2009. We been following SOAP (see our post archive here) because it is trading well below its net cash value with an activist investor, Mithras Capital, disclosing an 8.7% holding in October last year. The stock is up 48.0% from $2.50 [...]

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