Finding a bargain in Five Below (FIVE)
Five Below is a value-based specialty retailer selling trendy items catered for children and teenagers; think Dollar General but larger stores,...
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Awakening a Sleepy Stock (FARM)
“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events...
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Sifting the Debris with Target Hospitality (TH)
One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there...
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A trading framework: Calling the recoil
Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced...
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Flagging a potentially interesting situation: IMAX China (HKG: 1970)
Whilst IMAX Corp, the parent company, trades at ~8x EBITDA, the “backwater” subsidiary IMAX HK, trades at a mere ~5x EBITDA, despite margins being...
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