Aaron Sallen @aaronjsallen
Miami based fundamental investor. May have a position in stocks mentioned. Tweets are not recommendations. Merionroadcapital.com United States Joined August 2014-
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This was an interesting disclosure from Gamco 13d $BELFB $BELFA
More good news from $BUKS as they clean up the BoD
$BUKS moving all sales to individual subs could be positioning for separation. Looks like this should also reduce costs by ~$1mm (vs $24mm EBITDA LTM).
In my Q1 letter I discuss portfolio positioning and $BUKS merionroadcapital.com/_files/ugd/f6e…
While $GOOG ramps capex, with another big step up planned next year, pre-tax tangible ROIC has (*checks notes*) remained stable at ~48%.
Thats based on YTD figures too. Enercon growing much faster than $BELFB so even more pronounced if looking at Q3 alone (or 2024/2025 for that matter)
Thats based on YTD figures too. Enercon growing much faster than $BELFB so even more pronounced if looking at Q3 alone (or 2024/2025 for that matter)
For all the cement lovers out there, Titan America IPO is interesting. Obviously not a straight forward story but valuation seems cheap. sec.gov/Archives/edgar…
Released my Q4 letter discussing top positions, including a new one this year in $BELFB merionroadcapital.com/_files/ugd/f6e…
In my Q3 letter I discuss $CURB and a quick update to $UBAB merionroadcapital.com/_files/ugd/f6e…
This $SDIG $BITF arb is juicy. 12.5% gross, should close in 6 months (20-25% annualized). Standard conditions, specific performance, no buyer vote. Termination fee of 30% unaffected mkt cap (15% EV). Why does it exist? Its tiny with perceived big downside (offset by term fee).
Market is totally sleeping on $MHH. Earnings troughed 2 quarters ago. Hired consultants back in Jan, who previously sold iGate for $4bn, that get paid if company sells themselves. And then you had this tidbit on conference call
In my Q2 letter I discuss our investment in $VCTR and $LAKE merionroadcapital.com/_files/ugd/f6e…
$BSET getting more interesting - Rev stabilizing after tough comps (worked down backlog) - Restructuring in place will save $5.5-$6.5m p.a. - Already profitable on cash basis - Increased dividend - First quarterly CC - Private investor buying hand over fist (up to 9% S.O.)
Aaron Sallen retweeted
An amazing job by @LisaPetrillo at @CBSMiami for capturing my mom’s Holocaust story - and Surviving the Survivor - perfectly. WATCH HERE: cbsnews.com/miami/video/ho… Holocaust Remembrance Day: Surviving the Survivor, a son shares mom's story cbsnews.com/miami/video/ho…
This is how you handle the situation. Well done @dartmouth
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