Past Reports

Closed

XPO Logistics, Inc. (XPO)

Initiation date: Apr 7, 2021

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Feb 16, 2022
Update: UPDATE: GXO Logistics, Inc. (GXO) / XPO Logistics, Inc. (XPO)
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Nov 3, 2021
Update: UPDATE: XPO posts 3Q 2021 results ahead of consensus
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Closed

SNC-Lavalin Group Inc. (SNC)

Initiation date: Nov 14, 2022

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Sep 29, 2023
Update: UPDATE – SNC-Lavalin Group (TSE: ATRL)
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Aug 3, 2023
Update: UPDATE – SNC-Lavalin (TSE: SNC) – August 2023
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Closed

RCI Hospitality Holdings, Inc. (RICK)

Initiation date: Jun 30, 2022

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Dec 29, 2022
Update: UPDATE – RCI Hospitality Holdings, Inc. (NASDAQ: RICK)
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Dec 15, 2022
Update: UPDATE – RCI Hospitality Holdings, Inc. (NASDAQ: RICK)
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Closed

Amerco (NASDAQ: UHAL)

Initiation date: Jun 1, 2018

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Oct 22, 2021
Update: UPDATE: Close coverage of UHAL
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Aug 5, 2021
Update: UPDATE: Operating leverage persists into F2022; fair value increased to $630 per share
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Closed

Vonage Holdings Corp. (NASDAQ: VG)

Initiation date: Sep 14, 2021

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Jan 14, 2022
Update: UPDATE: Vonage Holdings Corp. (NASDAQ: VG)
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Nov 22, 2021
Update: UPDATE: Vonage Holdings Corp. (VG)
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Closed

Extended Stay America (STAY)

Initiation date: May 14, 2020

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Apr 14, 2021
Update: Extended Stay America (STAY) – UPDATE
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Mar 25, 2021
Update: Extended Stay America (STAY) – UPDATE
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Closed

Domtar Corp. (UFS)

Initiation date: Sep 23, 2020

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Jun 4, 2021
Update: UPDATE: Close coverage of UFS with shares trading roughly in-line with Paper Excellence’s $55.50 per share cash offer
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May 11, 2021
Update: UPDATE – Paper Excellence to acquire UFS for $55.50 per share in cash
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Closed

Lydall, Inc. (LDL)

Initiation date: Jul 10, 2020

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Feb 26, 2021
Update: Lydall, Inc. (LDL) – FINAL UPDATE
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Dec 9, 2020
Update: Lydall, Inc. (LDL) – UPDATE
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Closed

O-I Glass, Inc. (OI)

Initiation date: Mar 12, 2020

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Jul 16, 2020
Update: O-I Glass Inc. (OI) – UPDATE
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Jul 16, 2020
Update: O-I Glass, Inc. (OI) – UPDATE
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Closed

Griffon Corp.

Initiation date: Jul 14, 2015

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Nov 18, 2016
Update: Griffon Corp. – UPDATE
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