Compass Diversified Holdings (CODI)
Compass Diversified Holding (CODI) has been a holding of The ABV Fund for close to three years now. The stock has performed very well over this time. However, just because it has done well for us for...
View ArticleFrozen Food Express Industries
As I read through this excellent publication from the Manual of Ideas, I was surprised by the large number of small and micro-caps stocks held by top investors. I decided to dig through companies that...
View ArticleDynegy
Dynegy (DYN) was another idea I saw in the manual of ideas. The company is mentioned as an holding of Icahn (15%) and Altai Capital (5%). Seneca was also a large holder (12%). The company was trading...
View ArticlePrimo Water
This is another idea from the Manual of Ideas, listed as a holding of Chuck Akre. Primo Water (PRMW) provides three and five-gallon purified bottled water bottles, self-serve filtered drinking water,...
View ArticleCbeyond
Cbeyond (CBEY) is a Voice over Internet Protocol-based managed services provider for small businesses. I have wanted to do a deep dive into this company for a while now. The very good Cheap Stocks blog...
View ArticleSuperMedia
SuperMedia (SPMD) is one of the largest yellow pages directory publishers in the United States. The company prints directories in 32 states and online. The company was loaded with debt and entered...
View ArticleDacha Buys Aberdeen International
This post was written on August 18th to be posted on August 21st. Portfolio holding Dacha Strategic Metals (DCHAF) discussed recently here and here, announced a transaction late last week. The company...
View ArticleWestway Group Inc (WWAY)
I started analyzing Westway Group Inc (WWAY) in early December and was still in the process of completing my analysis. This write-up is essentially a work-in-progress summary of my notes. The company...
View ArticleLeapfrog
It’s been a few months since I last posted an investment idea on the blog. With the market up pretty sharply this year, finding an idea worth deploying the fund’s capital in has been a bit of a...
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