ragnarisapirate.blogspot.com
Ragnar Is A Pirate: ALJ Regional Holdings Annual Meeting Notes
http://ragnarisapirate.blogspot.com/2014/08/alj-regional-holdings-annual-meeting.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Tuesday, August 5, 2014. ALJ Regional Holdings Annual Meeting Notes. A few weekends ago, I embarked to New York for the ALJ Regional Holdings Annual Meeting of Shareholders. While there were fewer than 20 shareholders in the meeting room, there were more than a few proficient hedge fund managers in attendance: Jeremy Deal of. Would have been there. If not for scheduling conflicts. Is roughly what using th...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Why I Am 13D-ing Sitestar.
http://ragnarisapirate.blogspot.com/2012/05/why-i-am-13d-ing-sitestar.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Wednesday, May 30, 2012. Why I Am 13D-ing Sitestar. No Virtually every company has issues of some sort. It is my hope that through this post, future posts, and all my interactions with the company, that I will be able cast a light not only on the items that should be honed, but to also shed light on all the good things. At the end of the article. Here are some examples from that post. That I took a while ...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Sitestar: The Cigar Butt That Isn't.
http://ragnarisapirate.blogspot.com/2011/08/sitestar-cigar-butt-that-isnt.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Monday, August 1, 2011. Sitestar: The Cigar Butt That Isn't. When Warren Buffett describes cigar butts, he describes them with the following:. Is It Really An Internet Company? The Misleading Income Statement. Basically, even at the recently run up price of 2.5 cents/share, Sitestar is trading around 2x the previous year's earnings. You say. that can't happen! How long can this last? Well, I will be frank...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: March 2014
http://ragnarisapirate.blogspot.com/2014_03_01_archive.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Tuesday, March 4, 2014. Differences In The Types Of "BAD" Governance. Often times, people paint corporate governance with very broad strokes. In the animal like nature of The Increadible Hulk, investors can scream "Poison pills bad! When often, these, and so many other points should be investigated on an individual, and case by case basis. In the instance of Winland Electronics, a poison pill was adopted.
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: June 2014
http://ragnarisapirate.blogspot.com/2014_06_01_archive.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Monday, June 23, 2014. Starting Activism at Sitestar (SYTE). Historically, I have had a. Of Sitestar. The company seemed well run and has historically traded at a. To what I believed its liquidation value to be. As a result, I ended up filing a. And buying over 7% of the company. I even did a couple of write-ups on it and the. Give me a board seat about 9 months ago. Fast forward to today. Options for the...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Darts, Efficient Market Hypothesis, and Facebook.
http://ragnarisapirate.blogspot.com/2012/05/darts-and-facebook.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Sunday, May 27, 2012. Darts, Efficient Market Hypothesis, and Facebook. In my post a few days ago. About the crazy prices that people were (and are) willing to pay for Facebook's common stock (Jeff Mathews had a good piece. I thought that I would bring some light hearted humor to the situation that is apparently going to cost the various market makers and/or the NASDAQ a hefty sum of money. At a price of ...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Running Like Hell From The Facebook IPO.
http://ragnarisapirate.blogspot.com/2012/02/running-like-hell-from-facebook-ipo.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Wednesday, February 1, 2012. Running Like Hell From The Facebook IPO. Sooooooooo. I just went through the Facebook S-1. To take a look at what it said about second most popular. Site on the internet. While I had figured that the company would fetch some lofty valuation, I thought "well, I shouldn't judge them before I actually look at the numbers.". But, due to how marginal cost works. Good luck to all of...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Rurban Follow Up (Now, SB Financial)
http://ragnarisapirate.blogspot.com/2014/01/rurban-follow-up-now-sb-financial.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Sunday, January 12, 2014. Rurban Follow Up (Now, SB Financial). As you may recall, friend and fellow value investor DTEJD1997 did a guest write-up a while ago on a company called Rurban Financial. Here is his follow up. Please note the disclaimer at the bottom- he owns shares and I don't. Regardless, it is a neat bank that has been fun to follow. He has also done analysis. Tuesday, January 21st 2014.
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Itex: Poisoning Their Own Common Stock.
http://ragnarisapirate.blogspot.com/2011/03/itex-poisoning-their-own-common-stock.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Monday, March 14, 2011. Itex: Poisoning Their Own Common Stock. In a recently filed 8K. Have expressed great interest in Itex before. Presently, it seems that members of Polonitza Group seem to be the main target of this poison pill (just look at all of the Form 4s. That have been filed). This, coming since the company recently said it generated $2 million in cash flow. This one is no exception, and, if I...
ragnarisapirate.blogspot.com
Ragnar Is A Pirate: Calloway's Nursery & Activism
http://ragnarisapirate.blogspot.com/2013/05/calloways-nursery-activism.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Monday, May 13, 2013. Calloway's Nursery and Activism. This post will be short and sweet. A lot of times as a value investor, I come across and invest in companies that either have activists. Or are in a situation that gets activists involved. This is probably virtue of the fact that a lot of times when a stock becomes a value stock, there are issues with the company that need to be addressed. The only it...
