Archive for November, 2014

Company Y – Carpe Diem

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When the markets crash and you have a plan, you will make a lot of money. Below is my plan; if you wish to explore this idea with the group I’m putting together, email me – accredited investors only.


Company Y is a services company that has failed to generate meaningful sales traction in the market beyond two major customers. Currently, it is trading at less than 0.7x tangible asset value; however, if you include the value of the Company’s NOLs and patents, there is $75MM or more that can be made by tendering for the entire company. This window of opportunity will not last.



It’s nice being back. Now it’s time to seize the day.