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Archive for the ‘Catalysts’ Category

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

Posted in About, Catalysts, Stocks, Value Investment, tagged , 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 [...]

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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 , , , , , 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 [...]

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

Posted in About, Activist Investors, Catalysts, Chromcraft Revington (AMEX:CRC), Stocks, tagged , , , , , 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 [...]

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Hunting endangered species

Posted in About, Activist Investors, Catalysts, Stocks, Value Investment, tagged , 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 [...]

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Hedge Fund Activism and Shareholder Value Summit

Posted in About, Activist Investors, Catalysts, Greenbackd, Value Investment, tagged , , 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 [...]

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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 [...]

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Catalyst Investment Research on Steel Partners II Investment Portfolio

Posted in About, Activist Investors, Catalysts, tagged 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 [...]

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NSTR pays initial distribution of $2.06

Posted in Activist Investors, Catalysts, Liquidation, Net Cash Stocks, Northstar Neuroscience Inc (NASDAQ:NSTR), Stocks, tagged , , 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, [...]

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Previous buyback completion rates matter

Posted in About, Catalysts, Share buy-backs, Stocks, tagged , , on April 6, 2009 | Leave a Comment »

Empirical Finance Research Blog has a review of a new paper, Repurchases, Reputation, and Returns, which finds that long-run stock returns are higher for companies announcing buybacks that had substantially completed a previous buyback. In other words, companies with a track record for following through on announced buybacks enjoy higher returns following a subsequent buyback [...]

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Rackable Systems Inc (NASDAQ:RACK) 10K update

Posted in Catalysts, Rackable Systems Inc (NASDAQ:RACK), Share buy-backs, Stocks, tagged , , on March 20, 2009 | 1 Comment »

Rackable Systems Inc (NASDAQ:RACK) has filed its 10K for the year ended January 3, 2009. We’ve been following RACK (see our post archive here) because it is an undervalued asset play with a plan to repurchase almost 40% of its stock. The stock is up 10.1% from $3.56 when we added it to the Greenbackd [...]

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