radar screen

Here is a list of companies that are currently on our radar screen. You may click on each individual name to find a dedicated page with links to some diligence, commentary, related articles, etc.: 


  • Special Opportunities 

  • Marin Software 

  • RADCOM 

  • Ocwen 


Special situations 


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We may or may not hold a position in these securities - this page is mainly meant to highlight companies that are on our radar screen, and to collect some shared diligence. 

The list does not represent our current holdings, which may differ completely.