Detailed Small Cap Idea
-
CEO Interview: He puts the KIT in KITD
As you all know, Money McBags has thoroughly covered KITD on When Genius Prevailed over the past several months as it is a small, controversial company that Money McBags believes has big potential and yet is extremely cheap because it is fundamentally a bit weird and simply misunderstood. — Money McBags posted several questions for
-
Small Company Update: Lets get KIT Digital, let me hear your VAMS talk
KITD reported their Q2 earnings the other day and as promised, Money McBags is here to break it down for you with the good (EBITDA), the bad (share buyback talk? ugh), and the ugly (the actual video presentation where management talked in front of a wall of TVs, one of which was showing a hot
-
Small Company Update: ZAGG me with a spoon
Money McBags apologizes for the delay in getting this up but he had a brilliantly written piece with prose that would have made even Roberto Bolano shudder but somehow he screwed up in saving it and all was lost (like Alan Greenspan’s credibility or Kelly Brook’s bikini in the upcoming Piranha 3D) so he’ll try
-
Small Company Update: ZAGGing off
Money McBags will get his daily market update out later today, but he got a bit verbose with a small cap name this morning so will pump that out here in a separate post. The company he is talking about is ZAGG and it has caught Money McBags’ attention again as it has been moving
-
Short Idea: Winnebago (Ticker: WGO), That’s not a Winnebago in my pants, but I am happy to see you
What they do: They sell really expensive unneeded RVs. Apparently people use them to go camping and drive cross country and shit. Money McBags is not sure why people do either of those things since we have hotels and planes and thus camping and driving are so 1920s, but Money McBags also does not understand
-
Long Idea: G. Willi Foods (Ticker WILC), It Ain’t Just Kishka
What they do: G. Willi develops and distributes kosher food, mostly in Israel but is starting to grow in the United States. They also own 51% of Shamir Salads which makes hummus and is the #3 market share humus maker in Israel. Look, before we go on I know you’re all thinking “What a stupid