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Hidden margin expansion
Management has been slow-rolling (potentially) enormous margin expansion
Aug 30
•
Nathanael Stewart
17
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Hidden margin expansion
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Vector Group to be acquired for $15/share
Moving on...
Aug 21
•
Nathanael Stewart
10
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Vector Group to be acquired for $15/share
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A few post-earnings updates
Quick updates two recent ideas. I think both are still at good buy points.
Aug 12
•
Nathanael Stewart
8
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A few post-earnings updates
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What I have been buying
I added to my position in these four stocks
Aug 6
•
Nathanael Stewart
15
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What I have been buying
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Left For Dead Aerospace
The market is ignoring this business's quality and growth trajectory
Aug 1
•
Nathanael Stewart
10
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Left For Dead Aerospace
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July 2024
Garrett Motion (GTX) notes, next article preview
My take on GTX Q2 results plus a preview next micro cap idea
Jul 25
•
Nathanael Stewart
13
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Garrett Motion (GTX) notes, next article preview
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Natural Resource Partners (NRP) update
Plus a takeout play - sell side analyst sees little upside, IMO +60% potential
Jul 3
•
Nathanael Stewart
9
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Natural Resource Partners (NRP) update
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Quick update on "sick business fix up"
Press release out this morning documents incredible progress - cheaper now than last Friday
Jul 1
•
Nathanael Stewart
13
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Quick update on "sick business fix up"
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June 2024
A Munger "sick business fix up" situation
Near-term catalysts set to rocket earnings and free cash flow
Jun 30
•
Nathanael Stewart
15
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A Munger "sick business fix up" situation
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Summit Midstream Quick Update
C-Corp conversion info out - every vote matters
Jun 17
•
Nathanael Stewart
10
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Summit Midstream Quick Update
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Preview plus comments/updates
Updates on ELMD, PRTH, EPSN, CHCI, SMLP, NLOP
Jun 13
•
Nathanael Stewart
15
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Preview plus comments/updates
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May 2024
A Hidden Growth Stock
"Left for dead" valuation + leverage + growth = powerful upside potential
May 23
•
Nathanael Stewart
10
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A Hidden Growth Stock
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