Snowball Research
Snowball Research
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The Blog RR

My thoughts, works, and stories

Planet Fitness (PLNT, M.Cap: $6 billion): Interesting interim CEO appointment

Harte Hanks appoints new CFO with turnaround and sale expertise

Zevra Therapeutics (ZVRA) appointed a new CEO who sold a company that he led (short notes)

Stitch Fix (SFIX): 24% FCF/EV yield (short notes)

Brightview Holdings: Recent changes after the investment from a PE firm and CEO change

Benchmark Electronics: Recent significant changes

Brinker International (EAT): Significant changes after the appointment of new CEO

TherapeuticsMD (TXMD): Probability of sale is high

Orthofix Medical (OFIX): Settlement agreement with Engine Capital; Recent price crash

Electromed (ELMD): Insider buying; two activists (Bradley Radoff and Summers Value Fund) hold significant stake; Potential sale

LB Foster (FSTR): Recent significant changes; Appointment of Jones of 22NW to the board

Sylogist: Growing SaaS business; FCF; Recent management shakeup; CEO with stellar track record

Stride: School-as-a-service; Solid growth; multiple- segment; FCF

Innovative Solutions and Support (ISSC): Mission- critical products: Rich patents; New appointed CEO is focused on growth; Recent cheap acquisition; Excellent FCF

DLH Holdings (DLHC): Consistent growth and FCF; roll-up strategy; track record of repaying debt

Saga Communications' Earnings Call: Excessive Personal Anecdotes

Talkspace (TALK): Recent significant changes

CEVA, Inc., (CEVA): Short Notes