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Archive for the ‘Dataram Corporation (NASDAQ:DRAM)’ 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 , , , , , 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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Net Net vs Activist Legend: And the winner is…

Posted in Activist Investors, Carl Icahn, Dataram Corporation (NASDAQ:DRAM), Stocks, Yahoo! (NASDAQ:YHOO), tagged , , , , on December 8, 2009 | 6 Comments »

Greenbackd is dedicated to unearthing undervalued asset situations where a catalyst exists likely to remove the discount or unlock the value. My favorite stocks are those trading at a substantial discount to net current assets or liquidation value, with an activist pushing for a catalyst to unlock the value. Those opportunities, however, are few and far between. I [...]

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Dataram Corporation (NASDAQ:DRAM)

Posted in Dataram Corporation (NASDAQ:DRAM), Net Cash Stocks, Net Net Stocks, Stocks, tagged on December 4, 2008 | 3 Comments »

Dataram Corporation (NASDAQ: DRAM) is a classic net-net stock, with a $10.6M market cap at yesterday’s closing price of $1.20 and around $18.5M of value in liquidation, including $16M in cash. About DRAM According to the company’s website, DRAM is a developer, manufacturer and marketer of large-capacity memory products primarily used in high-performance network servers [...]

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Net Net vs Activist Legend

Posted in Activist Investors, Carl Icahn, Dataram Corporation (NASDAQ:DRAM), Stocks, Yahoo! (NASDAQ:YHOO) on December 4, 2008 | 3 Comments »

Greenbackd’s ideal investment opportunity is a deeply undervalued asset situation with a catalyst to quickly remove the discount. Unfortunately, those opportunities are few and far between. We frequently find deeply undervalued asset situations with no obvious catalyst. We also often find activists in stocks that we woud not consider to be undervalued on an asset [...]

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