Some links and updates ($GTSI, $PRXI, $RDI, $HOFT)
Following up on yesterday’s post on GTSI (and my original investment thesis here), you can see this nice post over on Frank Voison discussing GTSI’s new share buyback. The only quibble I’d have with...
View ArticleGTSI ($GTSI)- shareholder activism
Sorry for the frequent posts on GTSI (I feel like this is becoming the GTSI investing site!), but there has been quite a good bit of action and news coming out on it lately. Anyone interested in the...
View ArticleMy top 5 net-nets
I liked this post over at gurufocus quite a bit. It had a nice mention of my blog in it, so I thought I’d come out of my blogging hibernation with a post talking about my four favorite net nets in my...
View ArticleTaitron ($TAIT)- an asset heavy bargain
This post discussing insider buying over at barel karsan mentioned TAIT had recently seen some insider purchasing activity and that the author held a position in the stock. I’m a big fan of the site...
View ArticleMy top 5 stocks heading into 2012 ($GTSI, $RDI, $GKK, $NCT, $AEY)
2011 was one of the worst years on record for deep value strategies. Despite a late run by a couple of my stocks (thank you, Ansell!), my portfolio will end the year ~6% down. It’s pretty disheartening...
View ArticleSome quick updates ($GTSI, $GKK, $AEY)
First, a housekeeping note- sorry for the lack of ideas. I’ve been absolutely swamped at work and haven’t had time to investigate new ideas. I’m not normally one for emoticons, but if I were, I’d put a...
View Article$GTSI to be sold, chance for a higher bid???
Look at that: I mention Michael Burry’s former investment in GTSI, and some crazy company comes along and decides to buy the whole thing! Obviously, the premium (almost 50%) is nice, and I’m quite...
View ArticleIs $GTSI prepping to receive a higher bid?
Whenever a merger I’m interested in is announced, the first thing I do with the solicitation is go straight to the “background” section. I find reading the history and motivations behind the merger...
View ArticleQuick $GTSI update
Just a quick update on GTSI. I’ve mentioned several times the possibility of a higher bid coming in, given 1) the sale price is below NCAV and 2) the presence of several parties who had made offers...
View ArticleA pat on the back for $GTSI’s board
From their most recent filing, it looks like GTSI did receive interest in a better acquisition offer. Of course, the board somehow managed to bungle that. From the latest filing: “On June 6, 2012, the...
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