by Erik Kobayashi-Solomon | Sep 6, 2017 | Research
Last week, I published a Small Cap Diary brief for CorEnergy Infrastructure Trust CORR, a REIT specializing in energy infrastructure assets that is generating a dividend yield of around 9%…
by Erik Kobayashi-Solomon | Sep 4, 2017 | Research
This is a company with which I have a bit of history, since a colleague at a hedge fund at which I worked was invested in this company in the…
by Erik Kobayashi-Solomon | Aug 31, 2017 | Research
This company caught my eye at last year’s conference as well, and I published a Small Cap Diary about the firm at the time. This year, I took a bit…
by Erik Kobayashi-Solomon | Aug 31, 2017 | Research
I have to calm myself when I get too excited about a stock – especially a small cap stock – but this firm looks very interesting to me. Essentially, the…
by Erik Kobayashi-Solomon | Aug 30, 2017 | Research
The good news is that this company is a leader in producing “photomasks” for the integrated circuit and flat-panel display manufacturing business. The bad news is that this business is…
by Erik Kobayashi-Solomon | Aug 30, 2017 | Research
In January, we published a Tear Sheet and ChartBook detailing a “Synthetic Short” investment in Caterpillar. Because there was one valuation scenario above the trading price of the stock at…
