Update: Links to Ben’s post have been fixed. In September last year Ben Bortner provided a guest post on Seahawk Drilling (NASDAQ: HAWK). I said at the time that HAWK was not a typical Greenbackd stock, but it warranted consideration at a discount to Ben’s estimate of liquidation value. HAWK has been cut in half since Ben’s [...]
Archive for June, 2010
Seahawk Drilling (NASDAQ:HAWK) redux
Posted in Seahawk Drilling (NASDAQ: HAWK), Stocks, tagged Seahawk Drilling (NASDAQ: HAWK) on June 3, 2010 | 5 Comments »
Guest post: Kerrisdale Capital on Coventree Inc. (TSXV:COF.H)
Posted in Liquidation, Liquidation Value, tagged Coventree Inc. (TSXV:COF.H), Kerrisdale Capital on June 2, 2010 | 3 Comments »
Sahm Adrangi and Jeff Borack of Kerrisdale Capital have provided a guest post on Coventree Inc. (TSXV:COF.H). Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. Here’s their take on COF.H: Coventree Inc. is a liquidation-oriented investment. When it was operational, the company was a Canadian specialty finance company that [...]
Lawndale files 13D for P & F Industries Inc (NASDAQ:PFIN)
Posted in About, Activist Investors, Stocks, tagged P & F Industries Inc (NASDAQ:PFIN) on June 1, 2010 | 1 Comment »
Lawndale Capital Management, LLC filed an amended 13D on May 26 for its holding in P & F Industries Inc (NASDAQ:PFIN). Lawndale has been lobbying PFIN regarding “certain operational and corporate governance concerns that include, but are not limited to, what Lawndale believes to be excessive compensation paid to PFIN’s Chairman and CEO, Richard Horowitz, for poor [...]
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