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Cardio Diagnostics Holdings (CDIO)
Sells for less than net cash in the fast growing Epigenetics testing market
Jun 2
•
Mark Perkins
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Cardio Diagnostics Holdings (CDIO)
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2
May 2025
Fulcrum Therapeutics (FULC)
Update on former net cash FULC
May 26
•
Mark Perkins
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Fulcrum Therapeutics (FULC)
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Fonar FONR Solid Quarter
Update on net-net FONR after earnings
May 21
•
Mark Perkins
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Fonar FONR Solid Quarter
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NTAV Acacia Research ACTG Sum of Parts
Update on this NTAV stock and a Sum of the Parts Valuation
May 18
•
Mark Perkins
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NTAV Acacia Research ACTG Sum of Parts
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Former Net Cash AGAE Now Up +180%
I hope you are paying attention
May 13
•
Mark Perkins
3
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Former Net Cash AGAE Now Up +180%
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Earnings Report for NCS Multistage Holdings (NCSM)
A quick look at NCSM's most recent earnings and valuation
May 3
•
Mark Perkins
2
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Earnings Report for NCS Multistage Holdings (NCSM)
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April 2025
Rare Earth Miners Catalyst Idea
Updates plus China put more restrictions on rare earth exports
Apr 14
•
Mark Perkins
1
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Rare Earth Miners Catalyst Idea
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March 2025
Fonar (FONR)
Fonar has consistent free cash flow in net-net land
Mar 14
•
Mark Perkins
1
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Fonar (FONR)
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February 2025
Coffee Holding Co (JVA) 2024 Commentary
Good things have come for this former deep value
Feb 6
•
Mark Perkins
1
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Coffee Holding Co (JVA) 2024 Commentary
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January 2025
NCS Multistage Holdings (NCSM)
Oil & gas equipment & services company below net tangible assets
Jan 22
•
Mark Perkins
2
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NCS Multistage Holdings (NCSM)
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Thoughts On The Last Year
A recap of what worked and didn't
Jan 8
•
Mark Perkins
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Thoughts On The Last Year
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4
December 2024
Quantum Si (QSI) Below Net Cash
Medical Life Sciences Protein Sequencing Company At Deep Discount
Dec 5, 2024
•
Mark Perkins
2
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Quantum Si (QSI) Below Net Cash
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