Two brief updates, preview of next ideas
NRP, NLOP - preview of next ideas
Month-to-date I have been immersed in a research project that I think will bear fruit for subscribers (and myself) very soon. This final part of September through October will get more active again.
Regardless, I wanted to comment on two ideas that in my view remain misunderstood. I have recently added to both positions and might continue to do so on any dips in the share/unit price.
Final note before the updates - I am working on two feature articles (new ideas). At least one will be published before month end - one is a deep value small cap, the other is a GARP micro/small cap.
For those of you who like to “dumpster dive” in badly out of favor securities, I have one additional update on the way - this security has an compelling mix of insider incentives, catalysts, asset-level undervaluation and significant leverage (i.e. not for the faint of heart). Long-dated options are available, which in my view create an even more favorable risk/reward situation.