Live Ventures, Inc. (LIVE) is a Baby Buffett Holding Company

I'll start this piece off with a bit of a warning. For those that aren't a fan of illiquid, micro cap stocks with little coverage, now is your chance to hit the escape button and save yourself some time. But you might be thinking, "Yeah, I'm not a huge fan of illiquid stocks, but it … Continue reading Live Ventures, Inc. (LIVE) is a Baby Buffett Holding Company

Carriage Services Might Be The Berkshire Hathaway of Funeral Homes

In Warren Buffett's early years as an investor, he looked for cigar butt companies; companies that were thrown out yet had a little bit of value to be extracted. This strategy worked well for him, and is still used today by the man who literally wrote the book on margin of safety, Seth Klarman. Yet … Continue reading Carriage Services Might Be The Berkshire Hathaway of Funeral Homes

Misunderstood Toy Maker Presents Opportunity

I've been following Jakks Pacific (JAKK) since September, and since then it has become more attractive as an investment. I originally wrote about JAKK in a small blog post in which I covered two charts I was interested in. I gave a rough presentation about the company and why I thought the stock was mis-priced. … Continue reading Misunderstood Toy Maker Presents Opportunity

Jay Walker Is At It Again

Ben Graham taught me that its better to invest in good businesses trading at discounts to intrinsic value. Warren Buffett elaborated on that idea and taught me it's sometimes okay to invest in great businesses at okay prices. What both of these men will tell you is that it's always a great idea to invest in companies … Continue reading Jay Walker Is At It Again

Growing Cash Flows and Bar Scanners

When we think of bar scanners, most of us think of the cashiers line at a Walmart, a Safeway, or if you're in the top 1%, a Whole Foods. Since Square released its mobile POS system, the demand for mobile bar scanners increased exponentially. What I didn't know was how diversified the application of such … Continue reading Growing Cash Flows and Bar Scanners

A Potential Long Call Option on Solar Energy

I believe it's been around two months since I've written about a particular potential investment, and most of that can be attributed to sheer laziness on my part. However, I would also like to think that the rush of finals week and the Christmas season played a larger part. During my writing hibernation, the portfolio … Continue reading A Potential Long Call Option on Solar Energy

Deep Restructuring Play in Biotech

It's been a while since I've written about a particular company, and frankly its not because I don't have the time ... I just haven't really found any worth writing about. Whether its a new IPO, or Amazon's buyout of Whole Foods, one event or another seems to kick the market past 6th gear and … Continue reading Deep Restructuring Play in Biotech

Juniper Pharmaceuticals Distress Play

Pharmaceutical companies. When I think of biopharma, the first word that pops into my head is, "stressful". I'm right, to an extent. Pharmaceutical companies, especially those in the small cap / micro cap space live and die by drug approvals and pipeline passes. Failure to pass a drug test or failure to bring a product … Continue reading Juniper Pharmaceuticals Distress Play