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Forward Pharma: promising net-net with a tax risk
Forward Pharma A/S (symbol FWP in the US) used to get revenue from a royalty agreement on dimethyl fumarate. It lost patent opposition actions and…
Ruerd Heeg
May 20
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Roebuck Food Group
Roebuck Food Group produces “A2 protein milk” and trades diary, meat and fish in the UK and Ireland. The company owns a farm in Ireland. Headquarters…
Ruerd Heeg
May 16
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Cobra Venture Corporation: no-brainer oil nanocap trading below liquidation value
At 0.235 CAD per share Cobra Venture Corporation (filings) is a tiny oil company with assets in Western Canada. The stock trades with symbol CBV on the…
Ruerd Heeg
May 14
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Cobra Venture Corporation: no-brainer oil nanocap trading below liquidation value
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4Sc AG: promising biotech net-net, also falling knife and 5-year low
4Sc AG develops drugs against cancer. See these slides from February 2022. Their prime candidate drug is Resminostat, a small molecule that can be…
Ruerd Heeg
Mar 18
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4Sc AG: promising biotech net-net, also falling knife and 5-year low
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SCI Engineered Materials: cheap nanocap with a good business
SCI Engineered Materials (SCIA) (filings) manufactures "advanced materials for Physical Vapor Deposition ('PVD') Thin Film Applications". Almost…
Ruerd Heeg
Mar 5
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How 45 different Best Ideas played out
In January 2021 Seeking Alpha asked Marketplace authors to write about their best idea. In this article I will discuss the returns of these ideas: per…
Ruerd Heeg
Feb 28
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How 45 different Best Ideas played out
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Tilly's Inc: Apparel retailer with a good quality business
US-listed low EV/EBIT + quality. Also good rank in the international low EV/EBIT + quality list. high payouts. Tilly's Inc (TLYS) (filings) is a…
Ruerd Heeg
Feb 26
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Tilly's Inc: Apparel retailer with a good quality business
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My best global stock idea
Summary Last year Seeking Alpha asked Marketplace authors to post their best idea. My idea was Sekonic Corp. It worked out well with more than 200…
Ruerd Heeg
Feb 22
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My best global stock idea
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Mammoth Energy Services: financially distressed net-net with promising business outlook
Mammoth Energy Services Inc (TUSK) (filings) operates along several segments. In its infrastructure segment it provides "construction, upgrade…
Ruerd Heeg
Feb 18
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Citi Trends: good quality, very profitable, large repurchases
Citi Trends (CTRN) (filings) is a "specialty value retailer of apparel, accessories and home trends primarily for African American and Latinx families…
Ruerd Heeg
Feb 11
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Citi Trends: good quality, very profitable, large repurchases
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Achilles Therapeutics PLC
A promising biotech net-net
Ruerd Heeg
Feb 6
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Shoe Carnival
Quality business, cheap based on earnings
Ruerd Heeg
Feb 4
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Shoe Carnival
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