Investment idea generation.


Our thoughts.

Follow Up To MFP Investors' active stake at S&W Seed

As part of Activist Strategy we sent an extended version of the below to subscribers on Monday. 

We initially reported this and moved on, but then thought better of it after some initial inquisition. Michael Price isn't to be overlooked, being underrated at times. h/t to @valuewalk for this description of Price's philosophy - it goes hand in hand with what we see at S&W, 'The opportunity that lies in these companies which are selling its assets at a price lower than their actual value is that the investor can purchase large amounts of company shares at a low price before the company takes actions for re-structuring."