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Aaron’s Company, Inc. (AAN)
AAN has fallen 14% this week on news that it will be removed from the SmallCap 600. This forced selling has created an excellent opportunity for…
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Ben Taylor
HG Holdings (STLY)
HG Holdings offers investors a significant margin of safety. At its current valuation ($19.3 million), the company trades at roughly a 25% discount to…
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Ben Taylor
American Outdoor Brands (AOUT)
Thesis. American Outdoor Brands (AOUT) is cheap on many metrics: It’s a net-net and its price-to-book is 0.72. It’s trading for a quarter of what its…
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Ben Taylor
Citi Trends (CTRN)
Thesis. CTRN offers investors a wide margin of safety at its current price. The company’s strong net cash position ($103.5 million) provides material…
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Ben Taylor
CATO
Summary. CATO offers an extremely attractive risk/reward. The company’s cash ($20m), short-term investments ($108.6M), and extensive property holdings…
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Ben Taylor
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Ben Taylor
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