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Special situation
Activist shareholder(s) likely to win board control - I see +47% upside potential
Jun 2
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Nat Stewart
12
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Special situation
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May 2025
Two updates
ISSC, TPB
May 21
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Nat Stewart
11
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Two updates
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Idea Updates
DOUG, PRTH, GSM
May 9
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Nat Stewart
14
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Idea Updates
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April 2025
Recent buy
Incredibly cheap, net cash, well positioned for tariffs and "reshoring" trend
Apr 17
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Nat Stewart
20
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Recent buy
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March 2025
Spectrum Special Situation
Outside interest from multiple parties triggers a strategic review - stock could 2X even if sold for 60% of NAV
Mar 30
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Nat Stewart
16
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Spectrum Special Situation
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Massive catalysts in a "left for dead" industry
Value unlock potential reminds me of coal a few years ago
Mar 16
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Nat Stewart
23
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Massive catalysts in a "left for dead" industry
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February 2025
Dip buying again
Great fundamental quarter - I'm trading against the "earnings miss" panic
Feb 14
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Nat Stewart
17
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Dip buying again
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Is Nathan's Famous for sale?
"Iconic" CPG brand - strategic value might be more than the market thinks
Feb 13
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Nat Stewart
9
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Is Nathan's Famous for sale?
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Growth Transformation
Trashed spinoff with horrible trailing numbers - or an emerging growth story?
Feb 3
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Nat Stewart
17
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Growth Transformation
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January 2025
Buying the dip
Non-fundamental selling creates a buy opportunity
Jan 16
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Nat Stewart
13
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Buying the dip
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2024 review
Brief review of 2024 + current thoughts
Jan 2
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Nat Stewart
35
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2024 review
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December 2024
Under the radar earnings ramp
Little-followed small cap looks set for a big revenue and earnings boost
Dec 2, 2024
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Nat Stewart
19
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Under the radar earnings ramp
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