InsideArbitrage October 2025 Mid-Month Update – Tile Shop Holdings
Tile Shop Holdings (TTSH): $6.26 Market Cap: $271.70M Enterprise Value: $385.66M We don’t often do guest posts on InsideArbitrage and the last one we did
Read More
October 15, 2025
Tile Shop Holdings (TTSH): $6.26 Market Cap: $271.70M Enterprise Value: $385.66M We don’t often do guest posts on InsideArbitrage and the last one we did
Read More
Electromed (ELMD): $24.70 Market Cap: $206.22M Enterprise Value: $184.09M For this month’s mid-month update, I was torn between providing an update on Seaport Entertainment (SEG),
Read More
I was recently invited to be a guest on the Planet Microcap podcast with Bobby Kraft and as I recorded that episode, I realized that
Read More
I don’t know how successful the Trump administration has been with making America great again but one thing is for certain, with the changes in
Read More
nCino (NCNO): $26.90 Market Cap: $3.11B Enterprise Value: $3.26B Well over a decade ago, my brother, who at the time was working on a technology
Read More
At a recent ideas lunch with a few investors, as is often the case, a number of individual stock ideas were presented. However, this time
Read More
A little over a year ago, we wrote about the aircraft and jet engine leasing company AerCap (AER) in our March 2024 Special Situations Newsletter
Read More
On May 1, 2003, President George W. Bush delivered a speech aboard an aircraft carrier, letting the nation know that we had accomplished the mission
Read More
It is hard to believe we just completed five full years since the start of a global pandemic that created massive disruption, loss of lives
Read More
Instead of discussing a new idea for our February mid-month update, I figured I would briefly touch on five different situations, four of which are
Read More
Howard Hughes (HHH): $77.84 Market Cap: $3.90B Enterprise Value: $8.85B Over a period of thirteen months, we have covered Howard Hughes (HHH) three times on
Read More
This was a wonderful year for investors who decided early on that this was a full risk-on environment and acted accordingly. Most investors are now
Read More