Our posts on ValueVision Media Inc. (NASDAQ:VVTV) attract more attention than any other posts on this site, though we exited the position last year. We initially liked VVTV because it looked like a cheap net net with other potentially valuable assets. That was a mistake. VVTV has huge contractual obligations relative to its current assets.* [...]
Archive for the ‘Cannell Capital’ Category
ValueVision Media Inc (NASDAQ:VVTV) auction fails
Posted in Activist Investors, Cannell Capital, Net Net Stocks, Stocks, ValueVision Media (NASDAQ:VVTV), tagged Cannell Capital, Net Current Asset Value, Net Net Stock, ValueVision Media Inc (NASDAQ:VVTV) on February 4, 2009 | Leave a Comment »
VVTV quarantined until further notice
Posted in Activist Investors, Cannell Capital, J. Carlo Cannell, Stocks, ValueVision Media (NASDAQ:VVTV), tagged Cannell Capital, J. Carlo Cannell, ValueVision Media Inc (NASDAQ:VVTV) on December 22, 2008 | 10 Comments »
A number of commenters have identified in the notes to ValueVision Media Inc. (NASDAQ:VVTV)’s latest 10Q that VVTV has substantial cash obligations under the cable and satellite agreements and operating leases falling due over the five fiscal years from 2009 to 2012 and not reflect in VVTV’s balance sheet. The worst case scenario is that [...]
ValueVision Media Inc (NASDAQ:VVTV) Q3 Update
Posted in Activist Investors, Cannell Capital, J. Carlo Cannell, Net Net Stocks, Stocks, ValueVision Media (NASDAQ:VVTV), tagged Activist investment, Cannell Capital, J. Carlo Cannell, Liquidating Value, Net Current Asset Value, Net Net Stock, Net Quick Value on December 17, 2008 | 3 Comments »
ValueVision Media Inc. (NASDAQ:VVTV), which we posted about on Wednesday last week, has filed its November 10Q. In our earlier post, we wrote that VVTV seemed to us to be one of the better opportunities available because it’s a net net stock (i.e. a stock trading for less than its net current assets) with other [...]
ValueVision Media Inc. (NASDAQ:VVTV)
Posted in Activist Investors, Cannell Capital, J. Carlo Cannell, Stocks, ValueVision Media (NASDAQ:VVTV), tagged J. Carlo Cannell, Net Current Asset Value, Net Net Stock, Net Quick Value, VVTV on December 10, 2008 | 7 Comments »
ValueVision Media Inc. (NASDAQ:VVTV) is exactly the kind of opportunity we like to find: a net net stock with a management taking active steps to rectify the situation. At yesterday’s close of $0.44, VVTV has a market capitalization of $14.8M, which is half its net current asset value of around $29.5M, or $0.88 per share [...]
List of activist investments for November
Posted in Activist Investors, Autobytel (NASDAQ:ABTL), Avigen (NASDAQ:AVGN), Biotechnology Value Fund, Cannell Capital, Carl Icahn, InFocus Corporation (NASDAQ:INFS), Lloyd I. Miller III, Nery Capital Partners, Net Cash Stocks, Net Net Stocks, Stocks, Yahoo! (NASDAQ:YHOO), Zale Corporation (NYSE:ZLC), tagged ABTL, Activist investment, AVGN, Biotechnology Value Fund, InFocus Corporation (NASDAQ:INFS), infs, Lloyd Miller, Nery Capital Partners, trilogy inc, yhoo, zlc on December 5, 2008 | Leave a Comment »
The Official Activist Investing Blog has published its list of activist investments for November:
Ticker
Company
Activist Investor
ABTL
Autobytel Inc
Trilogy Inc
ACF
AmeriCredit Corp
Fairholme Capital Management
ACTL
Actel Corp
Ramius Capital
ADPT
Adaptec, Inc
Steel Partners
ARCW
Arc Wireless Solutions
Brean Murray Carret Group
ATSG
Air Transport Services Group
Perella Weinberg Partners
AVGN
Avigen Inc
Biotechnology Value Fund
BBI
Blockbuster Inc
Marlin Sams Fund
BEE
Strategic Hotels & Resorts
Security Capital Research & Management
BITI
Bio-Imaging Technologies
Healthinvest Partners
CHG
CH Energy Group Inc
Gamco Investors
CHIC
Charlotte Russe Holding [...]

