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This month Singular Diligence covers Breeze-Eastern Corp (NYSEMKT:BZC) a manufacture of sophisticated engineered mission equipment for specialty aerospace and defense applications. BZC’s products are used to complete rescue operations and military insertion/extraction operations, move and transport cargo, and load weapons onto aircraft and ground-based launching systems. It’s an obscure, cheap stock in a duopoly. The extract below describes […]

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Barron’s has a great 2010 article, Backstage Power, on activist Alexander Roepers’s investment approach: By the time he was 25, the Dutch polyglot—French and German in addition to English and his native language—was already elbow deep in such deals as the head of corporate development in the U.S. for another company. In four years, “I did an […]

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Top posts for the quarter

Folks, I’m traveling this week to the Value Investing Congress in New York (it’s nearly sold out, but tickets are still available. Come and say, “Hello.”) I won’t be maintaining my usual posting schedule while I’m here. In the mean time, here are the top posts for the quarter: The long and short of Berkshire Hathaway […]

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It’s always fascinating for me to see which posts draw the most attention. Here are the top 10 posts for the last quarter: Graham’s P/E10 ratio The long and short of The St. Joe Company Absolute Return interviews Seth Klarman Seahawk Drilling (NASDAQ:HAWK) redux and HAWK liquidation values Whitney Tilson and Glenn Tongue on BP […]

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Greenbackd is a proud sponsor of the upcoming 5th Annual New York Value Investing Congress, October 19 & 20, 2009 in New York City, and we’ve been able to secure a special discount for you to attend. Register by Tuesday, September 15, 2009 with discount code N09GB3 and you’ll save $100 off the already heavily […]

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The Official Activist Investing Blog has published its list of activist investments for March (links are to the relevant post archive for our open positions): Ticker Company Investor ACTL Actel Corp Ramius Capital AGYS Agilysys Inc Ramius Capital AMLN Amylin Pharmaceuticals Eastbourne Capital ASPM Aspect Medical Systems First Manhattan Co ASPM Aspect Medical Systems Coghill […]

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Tandy Brands Accessories Inc (NASDAQ:TBAC) presents an interesting conundrum: an undervalued asset situation with a current asset value that has deteriorated significantly over the last year and an activist investor with little track record pushing for change. TBAC last traded at $1.88, giving it a market capitalization of just $13.3M. Our estimate for its liquidating […]

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