Investment idea generation.


Our thoughts.

Activist Strategy Feature: Idea Generation

A break from the usual ad-hoc format to introduce a feature with some a round of five activist-targeted stocks we’ve come across and are digging into.

1. Essex Rental Corp.; $18.7 million market cap; Commercial equipment rental

Activist Casey Capital has taken Essex to task over its gross underperformance, including mismanagement and high SG&A. Shareholders have stood with Casey Capital, nominating 2 Casey Capital nominees to the board. One board member that Casey criticized has stepped down. Casey has a lot more in store and the recent default and covenant issues might be overblown...

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