http://greenbackd.com/2010/03/12/performance-of-darwins-darlings/ Deep value, contrarian, and activist value investment strategies Thu, 31 May 2012 21:57:22 +0000 hourly 1 http://wordpress.com/ http://greenbackd.com/2010/03/12/performance-of-darwins-darlings/#comment-3734 Wed, 14 Apr 2010 04:26:22 +0000 http://greenbackd.com/?p=3762#comment-3734 [...] then at Piper Jaffray and now at Discovery Group, a firm founded by Donoghue and Murphy (see also Performance of Darwin’s Darlings). The premise of the report was that undervalued small capitalization stocks (those with a market [...]

]]> http://greenbackd.com/2010/03/12/performance-of-darwins-darlings/#comment-3721 Tue, 13 Apr 2010 04:03:24 +0000 http://greenbackd.com/?p=3762#comment-3721 [...] then at Piper Jaffray and now at Discovery Group, a firm founded by Donoghue and Murphy (see also Performance of Darwin’s Darlings). The premise, simply stated, is to identify undervalued small capitalization stocks lacking a [...]

]]> http://greenbackd.com/2010/03/12/performance-of-darwins-darlings/#comment-3297 Mon, 15 Mar 2010 03:22:16 +0000 http://greenbackd.com/?p=3762#comment-3297 [...] Performance of Darwin’s darlings – via Greenbackd – Yesterday 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 at Discovery Group, a firm founded by Donoghue and Murphy. The premise, simply stated, is to identify undervalued small capitalization stocks where a catalyst in the form of a merger or buy-out might emerge to close the value gap. I believe the strategy is a natural extension for Greenbackd, and so I’m going to explore it in some depth over the next few weeks. [...]

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