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9/20/2026

AWX (Avalon Holdings) : A Deep Asset Value Discount as Operations Turn Profitable

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 Investment Summary Avalon Holdings (AWX) is an overlooked, tiny, and illiquid microcap. AWX trades at $2.75 versus my base-case NAV of $8.4...
8/16/2026

Innovative Food (IVFH) Update

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Innovative Food (IVFH ) Q2 2026 results are better than headline numbers suggest. Bottom line is a dramatic balance sheet transformation, lo...
6/18/2026

Innovative Food Holdings (IVFH) Update: The Activist Investor Thesis

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Update 07/14/2026 The updated 13G language, effective 07/14/2026, is critical. Harper says share ownership did not change between December 3...
6/07/2026

PetMeds (PETS): The Hidden Cost Cutting Opportunities That Could Drive a Return to Profitability

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PetMed's market price has been hit hard by declining revenue. Revenue fell from $227 million in FY2025 to $179 million in FY2026. The st...
6/05/2026

The PetMeds (PETS) Board: Uniquely Qualified to Create Value Through a Turnaround or Acquisition

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Analysis of the PetMeds Board The PetMeds board of directors has proven expertise in strategy, operations, and capital allocation. This comb...
5/26/2026

PetMed Express (PETS): High-Risk Turnaround, Hidden Assets, Activism

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PetMed Express (PETS) is a declining pet pharmacy and pet healthcare company. The current market valuation fails to account for several fact...
5/18/2026

Precision Optics (POCI): A High Risk, Potential High Reward Microcap Transition Story

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Precision Optics is transforming from a niche engineering supplier to a large manufacturer. If management executes effectively. This transit...
8/25/2025

Debt Free Operational Reset, Innovative Food Holdings IVFH

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  Innovative Food Holdings (IVFH) is a nanocap specialty food distributor undergoing a more focused asset-light model. Shares trade at $0.82...
12/30/2024

Tandy Leather TLF: Dear Chairman

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 Today's post updates the risks and opportunities associated with the recent real estate sale and also contains a message for the Chairm...