Amit Chokshi of Kinnaras Capital, an independent registered investment advisor focused on deep-value, small capitalization and micro capitalization equity investing, has contributed a guest post on Imation Corp (NYSE:IMN). About Kinnaras: Kinnaras aims to deliver above average long-term results through application of a deep value investment strategy. As a result, the Firm focuses on the “throwaways” of the equity market, or [...]
Archive for the ‘Net Net Stocks’ Category
Guest post: Imation Corp (NYSE:IMN) Worth More Sold Than Alone
Posted in Activist Investors, Net Net Stocks, Value Investment, tagged Activist investment, Amit Chokshi, Imation Corp (NYSE:IMN), Kinnaras Capital on November 30, 2011 | 4 Comments »
The dumbest net net stock Warren Buffett ever bought
Posted in About, Greenbackd, Net Current Asset Value, Net Net Stocks, Net Quick Stocks, Net Quick Value, Warren Buffett, tagged Berkshire Hathaway Inc. (NYSE:BRK.A), Warren Buffett on October 19, 2010 | 1 Comment »
This is an oldie, but a goodie (via CNN). The travails of buying net nets, as told by the master’s apprentice: Warren Buffett says Berkshire Hathaway is the “dumbest” stock he ever bought. He calls his 1964 decision to buy the textile company a $200 billion dollar blunder, sparked by a spiteful urge to retaliate [...]
Guest post update: Farukh Farooqi, Marquis Research on Silicon Storage Technology Inc (NASDAQ:SSTI)
Posted in Activist Investors, Net Net Stocks, Silicon Storage Technology Inc (NASDAQ:SSTI), Stocks, tagged Activism, Net Net, Silicon Storage Technology Inc (NASDAQ:SSTI) on February 5, 2010 | Leave a Comment »
Farukh Farooqi, a long-time supporter of Greenbackd and the founder of Marquis Research, a special situations research and advisory firm (for more on Farukh and his methodology, see The Deal in the article “Scavenger Hunter”) provided a guest post on Silicon Storage Technology, Inc (NASDAQ:SSTI) a few weeks back. Farukh wrote: Activist-Driven Situation Summary: Silicon Storage Tech. (SSTI; [...]
Guest post: Floris Oliemans on Solitron Devices Inc (OTC:SODI)
Posted in Net Net Stocks, Solitron Devices Inc (OTC:SODI), Stocks, tagged NCAV, Net Current Asset Value, Solitron Devices Inc (OTC:SODI) on December 15, 2009 | 4 Comments »
We have a guest post today on Solitron Devices Inc (OTC:SODI) from Floris Oliemans. Floris is a recent graduate of the University of Maastricht in the Netherlands with a MSc in Finance. He also holds a BSc in Economics. He wrote his masters thesis on the performance of Net Current Asset Value stocks. He currently works as [...]
Forward Industries Inc (NASDAQ:FORD) 2009 10K update
Posted in Activist Investors, Forward Industries Inc (NASDAQ:FORD), Net Cash Stocks, Net Net Stocks, Stocks, tagged Forward Industries Inc (NASDAQ:FORD), NCAV, Net cash, Net Net on December 14, 2009 | 6 Comments »
Forward Industries Inc (NASDAQ:FORD) has filed its 10K for the period ended September 30, 2009. We started following FORD (see the post archive here) because it was trading at a discount to its net cash and liquidation values, although there was no obvious catalyst. Management appeared to be considering a “strategic transaction” of some kind, [...]
Digirad Corporation (NASDAQ:DRAD) Q3 2009 update
Posted in Digirad Corporation (NASDAQ:DRAD), Net Net Stocks, Stocks, tagged Digirad Corporation (NASDAQ:DRAD), Liquidation Value, Net Current Asset Value, Net Net Stock on October 27, 2009 | 7 Comments »
Digirad Corporation (NASDAQ:DRAD) has filed its 10Q for the quarter ended September 30, 2009. We started following DRAD (see our post archive here) because it was an undervalued asset play with a plan to sell assets and buy back its stock. The stock is up more than 167% since we started following it to close [...]
VXGN board sued by shareholders over OXGN deal
Posted in Activist Investors, Net Cash Stocks, Net Net Stocks, Stocks, VaxGen Inc (OTC:VXGN), tagged Activist investment, Liquidation Value, Net Cash Stock, VaxGen Inc (OTC:VXGN) on October 22, 2009 | 24 Comments »
Disgruntled VaxGen Inc (OTC:VXGN) shareholders have initiated a class action against the board of VXGN over possible breaches of fiduciary duty in the sale to OXGN. The board certainly deserves the suit because of the appalling deal struck with OXGN. Priced at a discount to VXGN’s net cash and liquidation values, and payment in the [...]
ASPN files notice of meeting; includes proposal to give directors authority to liquidate
Posted in Aspen Exploration Corporation (OTC:ASPN), Net Net Stocks, Stocks, tagged Activist investment, Aspen Exploration Corporation (OTC:ASPN), Liquidation Value on October 12, 2009 | 2 Comments »
Aspen Exploration Corporation (OTC:ASPN) has filed its definitive proxy statement for its November 30, 2009 general meeting and included is a proposal seeking authority for ASPN’s board of directors to dissolve the company We’ve been following ASPN (see our ASPN post archive) because it’s trading at a discount to its $1.17 per share liquidation value [...]
Cadus Corporation (OTC:KDUS)
Posted in Activist Investors, Cadus Corporation (OTC:KDUS), Carl Icahn, Net Cash Stocks, Net Net Stocks, Special Situation, Stocks, tagged Activist investment, Cadus Corporation (OTC:KDUS), Carl Icahn, Liquidation Value, Moab Capital Partners, Net Cash Stock on September 29, 2009 | 7 Comments »
Cadus Corporation (OTC:KDUS) is an interesting play, but not without hairs on it. First, the good news: It’s trading at a discount to net cash with Carl Icahn disclosing an activist holding in 2002, and Moab Capital Partners disclosing an activist holding more recently. At its $1.51 close yesterday, the company has a market capitalization of [...]
Guest Post: Aspen Exploration Corporation (OTC:ASPN)
Posted in Aspen Exploration Corporation (OTC:ASPN), Net Cash Stocks, Net Net Stocks, tagged Aspen Exploration Corporation (OTC:ASPN), Liquidation Value, Net Cash Stock on September 3, 2009 | 12 Comments »
We were going to stay away until after Labor Day, but this is too good to miss. From reader MCN1 on Aspen Exploration Corporation (OTC:ASPN): Company Name: Aspen Exploration Corporation Ticker: ASPN Market Cap: $6.53M (as of 9/2/09) Stock Price: $0.90 (as of 9/2/09) Company Overview: Aspen Exploration Corporation is engaged in the exploration and [...]

