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 [...]
Archive for the ‘Audiovox Corporation (NASDAQ:VOXX)’ Category
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 »
Audiovox Corporation (NASDAQ:VOXX) 10K update; Greenbackd exits
Posted in Activist Investors, Audiovox Corporation (NASDAQ:VOXX), Howson Tattersall, Net Net Stocks, Stocks, tagged Activist investment, Audiovox Corporation (NASDAQ:VOXX), Howson Tattersall, Liquidation Value on May 19, 2009 | Leave a Comment »
Audiovox Corporation (NASDAQ:VOXX) has filed its 10K for the fiscal year ended February 28, 2009. The stock has risen strongly over recent weeks to close yesterday at $5.93, which gives VOXX a market capitalization of $135.6M. We’ve had an opportunity to review the 10K, and we’ve now slightly reduced our estimate of VOXX’s liquidation value [...]
Audiovox Corporation (NASDAQ:VOXX)
Posted in Activist Investors, Audiovox Corporation (NASDAQ:VOXX), Howson Tattersall, Net Net Stocks, Stocks, tagged Audiovox Corporation (NASDAQ:VOXX), Howson Tattersall, Liquidating Value, Net Current Asset Value, Net Net Stock on February 18, 2009 | 1 Comment »
Audiovox Corporation (NASDAQ:VOXX) is a rarity in our universe: a profitable undervalued asset play. At its $3.73 close yesterday, VOXX has a market capitalization of $85.3M. We estimate the liquidation value to be 50% higher at around $128.4M or $5.60 per share. Howson Tattersal filed a 13D notice in September last year disclosing a 7.3% [...]

