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Argan (AGX): A Cheap, Cyclical Construction Company With a Ton of Cash and No Debt

MEMBER WRITE-UP BY JACOB McDONOUGH Argan is a holding company that owns a few different businesses, but the most important by...

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Geoff Gannon | November 2, 2018 | Memos,Recent Memos | 2 Comments
Digirad (DRD): A Cheap Microcap Transitioning into a Holding Company

MEMBER WRITE-UP BY LONG SHORT VALUE Summary Digirad is an attractive microcap special situation investment because the valuation is extremely low,...

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Geoff Gannon | October 31, 2018 | Free Posts | 1 Comments
Follow-Up Interest Post: Resideo Technologies (REZI) – Stock Falls, My Interest Rises

The Resideo spin-off has taken place. And the stock has traded on its own for a bit now. So,...

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Geoff Gannon | October 31, 2018 | Recent Memos,Stock Ideas | 0 Comments
A few thoughts on Progressive

Geoff and Andrew did a podcast last week where they discussed all of Geoff's picks when he wrote the...

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Philip Hutchinson | October 29, 2018 | Idea Exchange | 0 Comments
OTC Markets Group (OTCM): A Far Above Average Quality Company at a Fair Enough Price

Member Write-up by PHILIP HUTCHINSON Company EV / Sales LSE 8.5x Deutsche Borse 8.3x Euronext 7.3x BME 6.2x CBOE 10.9x ICE 8.1x OTCM 5.7x Overview Many of you will be familiar with the concept of over-the-counter (“OTC”)...

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Geoff Gannon | October 20, 2018 | Recent Memos,Stock Ideas | 3 Comments
Vulcan International (VULC): A Dark, Illiquid Company Planning to Liquidate its Portfolio of Bank Stocks and Dissolve

This is another “initial interest post”. I was looking at Vulcan International for the managed accounts I run. As...

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Geoff Gannon | October 14, 2018 | Recent Memos,Stock Ideas | 3 Comments

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Argan (AGX): A Cheap, Cyclical Construction Company With a Ton of Cash and No Debt

Digirad (DRD): A Cheap Microcap Transitioning into a Holding Company

Follow-Up Interest Post: Resideo Technologies (REZI) – Stock Falls, My Interest Rises

A few thoughts on Progressive

OTC Markets Group (OTCM): A Far Above Average Quality Company at a Fair Enough Price

Vulcan International (VULC): A Dark, Illiquid Company Planning to Liquidate its Portfolio of Bank Stocks and Dissolve

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