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Standard Diversified (SDI / SDOIB): Get a Solid Tobacco Brand and a Solid Marijuana Brand at a 33% Discount to Their Market Value

Member Write-up by André Kostolany Geoff’s Note: Standard Diversified also has extremely illiquid super voting shares that trade under the ticker SDOIB....

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Geoff Gannon | September 18, 2018 | Recent Memos,Stock Ideas | 0 Comments
KLX Inc/KLX Energy Services Spinoff

Member Write-up by Yuvraj Jatania Spinoff Background In May 2018, KLX Inc. (KLXI) announced an agreement to sell their Aerospace Solutions...

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Andrew Kuhn | August 28, 2018 | Freebies | 3 Comments
BUKS follow-up: A catalyst could emerge within a month

Member write-up by VETLE FORSLAND I wrote up BUKS on the website earlier this month. After discussions with Geoff, we...

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Andrew Kuhn | August 24, 2018 | Recent Memos,Stock Ideas | 0 Comments
CountPlus (CUP)

CountPlus Investment ThesisMarket dataTicker: ASX:CUPPrice: $0.66Net debt: ~$0mMarket cap: AU$74m Elevator pitchAfter years of poor performance, a revolving door at...

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hiddenvalue | August 7, 2018 | Idea Exchange | 2 Comments
Northfield Precision Instruments Corporation (NFPC) - A Dark, Illiquid Nanocap at an Unlevered P/E of 6

Member write-up by LUKE ELLIOTT Northfield Precision Instruments (OTC: NFPC) Quote: $15.00 Let’s go ahead and get one thing out of the...

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Geoff Gannon | August 7, 2018 | Recent Memos,Stock Ideas | 0 Comments
Butler National Corp. (BUKS) : An Illiquid Ben Graham Style Mini-Conglomerate in Aerospace and Casinos

Member write-up by VETLE FORSLAND Butler National Corp (BUKS) is a $14 million OTC stock that operates in the Aerospace...

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Geoff Gannon | August 6, 2018 | Recent Memos,Stock Ideas | 3 Comments

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Standard Diversified (SDI / SDOIB): Get a Solid Tobacco Brand and a Solid Marijuana Brand at a 33% Discount to Their Market Value

KLX Inc/KLX Energy Services Spinoff

BUKS follow-up: A catalyst could emerge within a month

CountPlus (CUP)

Northfield Precision Instruments Corporation (NFPC) - A Dark, Illiquid Nanocap at an Unlevered P/E of 6

Butler National Corp. (BUKS) : An Illiquid Ben Graham Style Mini-Conglomerate in Aerospace and Casinos

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