Comments on: Hunting endangered species

By: Darwin’s darlings in practice: Accretive uses “Take Private” tactic « Greenbackd

Wed, 25 Aug 2010 22:49:29 +0000

[...] Species / Darwin’s Darlings strategy I discussed in some detail earlier this year (see Hunting endangered species and Endangered Species 2001). The strategy is based on a Spring 1999 Piper Jaffray research [...]

By: Endangered Species 2001 « Greenbackd

Endangered Species 2001 « Greenbackd — Wed, 14 Apr 2010 04:26:17 +0000

[...] 14, 2010 by greenbackd In the Spring 1999 Piper Jaffray produced a research report called Wall Street’s Endangered Species by Daniel J. Donoghue, Michael R. Murphy and Mark Buckley, then at Piper Jaffray and now [...]

By: Endangered species update: The extinct, the survivors, and the new watch list « Greenbackd

Tue, 13 Apr 2010 04:03:20 +0000

[...] I highlighted an investment strategy I first read about in a Spring 1999 research report called Wall Street’s Endangered Species by Daniel J. Donoghue, Michael R. Murphy and Mark Buckley, then at Piper Jaffray and now [...]

By: Greenbackd Report « Greenbackd

Greenbackd Report « Greenbackd — Fri, 26 Mar 2010 04:03:04 +0000

[...] about the subscription-only service aimed at identifying stocks similar to those in the old Wall Street’s Endangered Species reports to proceed with it. Thank you for your [...]

By: Greenbackd Endangered Species, Activism and Liquidation Report « Greenbackd

Greenbackd Endangered Species, Activism and Liquidation Report « Greenbackd — Thu, 25 Mar 2010 04:02:17 +0000

[...] launching a subscription-only service aimed at identifying stocks similar to those in the old Wall Street’s Endangered Species reports. Like the old Wall Street’s Endangered Species reports, [...]

By: Endangered species list « Greenbackd

Endangered species list « Greenbackd — Wed, 24 Mar 2010 04:01:59 +0000

[...] their value gap.” Said Daniel J. Donoghue, Michael R. Murphy and Mark Buckley in Wall Street’s Endangered Species: Management buy-outs can provide shareholders with the attractive control premiums currently [...]

By: Pdunfy

Pdunfy — Fri, 12 Mar 2010 20:46:51 +0000

Rodrigo – If you don’t mind me asking, how have you been following them? Anything specific or just through Google Alerts?

GB – fantastic work. The Biglari/WEST/SNS metamorphosis is a good example of this principle in action. Found WEST, built a position, gained a position of control, redirected capital……fast forward a couple of year = Biglari Holdings.

Can’t wait to see more of this. Would also like to see other legitimate practitioners of this style. It seems like there are also a lot of pump & dump types that try to game this market.

By: Friday links: rumor time Abnormal Returns

Friday links: rumor time Abnormal Returns — Fri, 12 Mar 2010 16:56:39 +0000

[...] the past decade was the golden age for activist investors in the small cap sector. (Greenbackd, [...]

By: Rodrigo

Rodrigo — Fri, 12 Mar 2010 16:23:11 +0000

Unfortunately I haven’t seen any data… I just looked at many of the deals in which they had a minority activist position in the target.

By: Performance of Darwin’s darlings « Greenbackd

Performance of Darwin’s darlings « Greenbackd — Fri, 12 Mar 2010 05:02:23 +0000