Travis Dirks has provided a guest post on the voting power of differently sized shareholdings, which has important implications for activist investors seeking to impose their influence on a management. Travis is an expert in Nanotechnology, and received his Ph.D. from the world’s leading institution for the study of condensed matter physics, University of Illinois [...]
Archive for the ‘Catalysts’ Category
Guest post: Voting Power in the Activist’s Hands
Posted in About, Activist Investors, Catalysts, Stocks, tagged Activism, Activist investing, Shareholder activist on October 18, 2010 | 1 Comment »
The Activist Investor: Effective Activism, on the Cheap
Posted in About, Activist Investors, Catalysts, tagged Activist investing, Activist Investors, Shareholder activist on September 15, 2010 | Leave a Comment »
Michael R. Levin, who runs The Activist Investor website, has produced a white paper, Effective Activism, on the Cheap that identifies 36 undervalued companies that fit his profile for “effective activism, on the cheap.” Michael likens the list to the companies generated in an Endangered Species / Darwin’s Darlings strategy. Says Michael of the target [...]
Darwin’s darlings in practice: Accretive uses “Take Private” tactic
Posted in About, Catalysts, Stocks, Value Investment, tagged Darwin's darlings, Endangered species update on August 25, 2010 | 3 Comments »
One of my favorite strategies is the Endangered 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 report called Wall Street’s Endangered Species by Daniel J. Donoghue, Michael R. Murphy and Mark Buckley, then at Piper Jaffray and [...]
Endangered Species 2001
Posted in About, Activist Investors, Audiovox Corporation (NASDAQ:VOXX), Catalysts, Dataram Corporation (NASDAQ:DRAM), Ditech Networks Inc (NASDAQ:DITC), Stocks, Value Investment, tagged Activism, Activist Investors, Darwin's darlings, Endangered species update, Shareholder activist, Value investing on April 14, 2010 | 2 Comments »
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 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 [...]
Endangered species update: The extinct, the survivors, and the new watch list
Posted in About, Activist Investors, Catalysts, Chromcraft Revington (AMEX:CRC), Stocks, tagged Activist investment, Catalysts, Chromcraft Revington Inc (AMEX:CRC), Darwin's darlings, Endangered species update, Value Investment on April 13, 2010 | 1 Comment »
In March 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 (see also Performance of Darwin’s Darlings). The premise, simply stated, is [...]
Hunting endangered species
Posted in About, Activist Investors, Catalysts, Stocks, Value Investment, tagged Activist investment, Value investing on March 11, 2010 | 14 Comments »
Back in the spring of 1999, when the world was enamored of dot coms and not much else, three guys at Piper Jaffray, Daniel J. Donoghue, Michael R. Murphy and Mark Buckley*, produced a superb research report called Wall Street’s Endangered Species. The thesis of the paper was that there were a large number of undervalued companies with [...]
Hedge Fund Activism and Shareholder Value Summit
Posted in About, Activist Investors, Catalysts, Greenbackd, Value Investment, tagged Activist investment, Corporate Governance, Greenbackd on September 18, 2009 | Leave a Comment »
We’ll be in San Diego next week for the Hedge Fund Activism and Shareholder Value Summit. If you’re going too, and you’d like to catch up, we’d love to hear from you. You can reach us at greenbackd [at] gmail [dot] com. We’ll be posting intermittently next week, but we’ll be back to our regular [...]
Open invitation for guest posts
Posted in About, Catalysts, Greenbackd on August 26, 2009 | 3 Comments »
We’ve received some great investment ideas on this blog from our readers, and it seems a shame that they remain hidden in the comments of other posts (See, for example, Shake&Bake’s take on LDIS or Sop81_1′s analysis of EDCI). To that end, we’re extending an open invitation to anyone who wishes to submit a post [...]
Catalyst Investment Research on Steel Partners II Investment Portfolio
Posted in About, Activist Investors, Catalysts, tagged Activist investment on July 27, 2009 | 2 Comments »
Catalyst Investment Research, the collaboration between Damien J. Park of Hedge Fund Solutions and The Official Activist Investing Blog, and Jonathan Heller, CFA, of Cheap Stocks, has a new Special Report on the Steel Partners II Investment Portfolio (.pdf). In the Special Report, Damien and Jonathan analyze the Steel Partners II portfolio companies to determine [...]
NSTR pays initial distribution of $2.06
Posted in Activist Investors, Catalysts, Liquidation, Net Cash Stocks, Northstar Neuroscience Inc (NASDAQ:NSTR), Stocks, tagged Liquidation Value, Net Cash Stock, Northstar Neuroscience Inc (NASDAQ:NSTR) on July 16, 2009 | 8 Comments »
Northstar Neuroscience Inc (NASDAQ:NSTR) has paid an initial distribution of $2.06 per share. We’ve been following NSTR (see our post archive here) because it was a net cash stock that had announced a plan to liquidate. We estimated that the final pay out figure in the liquidation would be around $59M or $2.26 per share, [...]

