I’m a huge fan of Mariusz Skonieczny’s work at Classic Value Investors, LLC. He’s recently written up the value proposition for International Speedway Corporation (NASDAQ:ISCA), Speedway Motorsports (TRK), and Dover Motorsports (NYSE:DVD). I think NASCAR is a great business. I’ve previously covered an activist filing for DVD, and I think ISCA is one of the cheapest [...]
Posts Tagged ‘Dover Motorsports Inc (NYSE:DVD)’
Classic Value Investors on NSACAR stocks ISCA and DVD
Posted in About, Activist Investors, Stocks, tagged Dover Motorsports Inc (NYSE:DVD), Speedway Corporation (NASDAQ:ISCA) on August 6, 2010 | 1 Comment »
Dover Motorsports Inc (NYSE:DVD) and Mario Cibelli’s 13D amendment
Posted in Activist Investors, Stocks, tagged Activist investment, Dover Motorsports Inc (NYSE:DVD), Liquidation Value, Value Investment on April 29, 2010 | 2 Comments »
Mario Cibelli’s recent 13D amendment for Dover Motorsports Inc (NYSE:DVD) is interesting reading. Cibelli controls around 17.5% of DVD through Marathon Partners and Cibelli Capital Management. His most recent 13D amendment filed Wednesday annexes a letter setting out a (huge) case study of DVD “partly as a contribution to public education but also to obtain [...]
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