ALJ Regional: Returns Off the Beaten Path
ALJ is our largest holding and the stock was up 172% over our cost in 2014. This privately negotiated investment was a For more great content, visit BeyondProxy
View ArticlePerry Ellis: Cheap, with Activist-driven Catalysts
PERY became our second largest holding in July after Legion Partners and CalSTRS filed a joint 13D disclosing their intentions to engage For more great content, visit BeyondProxy
View ArticleC&J Energy: Priced for Doomsday Scenario
CJES is our only exposure to the oil and gas sector. It has been painful to watch our 75% gain revert to For more great content, visit BeyondProxy
View ArticleCyrusOne: Real Estate Meets Technology
We initially purchased CONE in early February 2013 and have added to our position as the fund has grown. CONE is a For more great content, visit BeyondProxy
View ArticleBank of America: Why I Favor the B Warrants
We have been slowly building a position in Bank of America “B” warrants since early 2014 with an average cost of ~$0.75 For more great content, visit BeyondProxy
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