Investing in Special Situations Podcast Episode – This is an episode from the Planet Microcap. The host interviews Mark Vanderwell, a full time special situations investor and member of Micro Cap Club. Mark dives into spinoffs, rights offerings, and other special situations. I found Mark’s insights into rights offerings super interesting/helpful.
Nuvectra Written up on Seeking Alpha – Q2 results show Nuvectra continues to execute well. 62% sequential growth for Algovita and insider buying bode well for the stock.
Brighthouse Spinoff Undervalued? – WSJ A recent spinoff from MetLife. Brighthouse (Ticker: BHF) specializes in annuities and individual life insurance. Its returns will depend on interest rates (rising rates helps) and the stock market’s returns. The WSJ argues. “If interest rates stay low, Brighthouse won’t be a winner. But investors are also getting compensated for this risk by the company’s low valuation o