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Going Nuclear with Nuveen
Special situations in two Nuveen Closed-End Funds
Dave Waters
Mar 21
15
9
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Going Nuclear with Nuveen
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January 2023
Clinica Baviera
And the power of illiquidity
Dave Waters
Jan 18
31
11
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Clinica Baviera
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December 2022
Looking Ahead
And, northward.
Dave Waters
Dec 30, 2022
36
15
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Looking Ahead
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November 2022
Letters, Presentations, and More!
A long-simmering synaptic overflow.
Dave Waters
Nov 22, 2022
26
7
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Letters, Presentations, and More!
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May 2022
Value Thoughts
Western Capital Resources, Butler National, the "Peter Kamin Complex"
Dave Waters
May 26, 2022
28
9
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Value Thoughts
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December 2021
Evercel Inc. - EVRC
Great assets, strong track record, grim governance. Can investors hope for better?
Dave Waters
Dec 28, 2021
14
5
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Evercel Inc. - EVRC
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November 2021
An Update on Friendly Hills Bancorp - FHLB
The branch acquisition is complete, but the problems continue.
Dave Waters
Nov 18, 2021
3
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An Update on Friendly Hills Bancorp - FHLB
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October 2021
A Few Updates and a Look at George Risk Industries $RSKIA
A securities portfolio with an operating company attached.
Dave Waters
Oct 15, 2021
14
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A Few Updates and a Look at George Risk Industries $RSKIA
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August 2021
A Rule Change Brings an Era to an End
SEC Rule 15c2-11 Effectively Shuts Down the Market for "Dark Stocks"
Dave Waters
Aug 18, 2021
6
3
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A Rule Change Brings an Era to an End
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July 2021
Jewett-Cameron Trading Company Limited - JCTCF
A Quality Oregon Company With an Appetite for its own Shares
Dave Waters
Jul 8, 2021
7
1
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Jewett-Cameron Trading Company Limited - JCTCF
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June 2021
Friendly Hills Bank Plans Dubious Branch Acquisition - FHLB
Shareholders should reject this ill-considered transaction
Dave Waters
Jun 14, 2021
7
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Friendly Hills Bank Plans Dubious Branch Acquisition - FHLB
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May 2021
Three Quick Ideas
Leatt, CIB Marine, First Acceptance
Dave Waters
May 20, 2021
10
1
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Three Quick Ideas
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