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Posts By: Jim Roumell
December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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September 1, 2020
TTI: Misunderstood and Overlooked Due to Complex Capital Structure
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May 25, 2020
Show Some Respect to Uncle Sam
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March 13, 2020
Portfolio Update: Starting to Put Elevated Cash Balances to Work
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January 6, 2020
Best Ideas 2020 Preview: Dundee Corporation
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May 19, 2019
Update on Our Tower Semiconductor Thesis
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May 9, 2019
Update on Our Enzo Biochem Investment Thesis
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April 29, 2019
Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics
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April 29, 2019
Marchex: Business Model Transition Is Succeeding
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April 22, 2019
Sandstorm Gold: FCF Enables Investments and Buybacks
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April 15, 2019
Rubicon: Surprising to the Upside on All Fronts
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April 8, 2019
Liquidity Services: Cash and GovDeals Exceed Market Cap
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March 5, 2019
Sierra Wireless: Benefiting from Sustained Industry Growth
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February 26, 2019
ZAGG: Smartphone Accessory Company at ~20% FCF Yield
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February 19, 2019
Enzo Biochem: Multiple Shots on Goal at Recent Price
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February 12, 2019
Twenty Years of Opportunistic, Deep Value Investing
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January 9, 2019
Best Ideas 2019 Preview: Enzo Biochem
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December 3, 2018
The Value Investment Case for Enzo Biochem
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September 20, 2018
Update on Dundee: Steep Discount to Intrinsic Value, CEO We Trust
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September 13, 2018
Update on Marchex: Debt-Free, Even After Special Dividend and Buyback
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