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VerticalScope: Undervalued, We Keep Buying
Seeking Alpha· 2025-12-22 11:56
Company Overview - VerticalScope (FORA:CA) operates over a thousand online enthusiast communities through its cloud-based digital platform [1] - The company has experienced high stock volatility since its IPO in 2021, primarily due to its dependence on the advertising market [1] Investment Highlights - ADTH has gained over 250% in 9 months, with a first "Buy" covering at $1.24 in September 2023 and an acquisition price of $3.21 per share in June 2024 [1] - LUMN has seen a gain of over 450% in 13 months, with a first "Buy" covering at $1.39 in September 2023 and a downgrade after selling at $6.08 in October 2024 [1] - EB has increased by over 60% in 14 months, with a "Buy" covering at $2.79 in October 2024 and an acquisition price of $4.50 per share in December 2025 [1] - SMRT has gained around 100% in 10 months, with a first "Buy" covering at $1.51 in February 2025 and a position trimming noted in December 2024 at over $2 [1]
Franklin Street Properties: On The Brink Of Getting Acquired
Seeking Alpha· 2025-10-15 09:33
Core Viewpoint - Franklin Street Properties (NYSE: FSP) is a REIT focused on U.S. office properties and is currently trading significantly below its book value, having underperformed the market with a return of -16% over the past two years [1] Group 1: Company Performance - FSP has shown a strong underperformance compared to the market, with a return of -16% since the first article was published nearly two years ago [1] Group 2: Investment Activity - The article mentions notable investment activities, including two "Buy" recommendations for ADTH in September and November 2023, with an acquisition price of $3.21 per share in June 2024 [1] - LUMN also received two "Buy" recommendations in September and November 2023, with a downgrade noted after selling the full position in October 2024 at $6.08 [1]
AMC Networks: Impressive Quarter Makes Us Increasingly Bullish
Seeking Alpha· 2025-08-11 18:24
Group 1 - AMC Networks is currently trading at all-time lows due to a heavy debt-load and challenges from cord-cutting trends in their legacy business segment [1] - The company has been highlighted in investment discussions, with notable buy recommendations made in September and November 2023, indicating potential interest from investors [1] - The article mentions a specific acquisition of another company (ADTH) at $3.21 per share, which may reflect broader market trends and investor sentiment [1] Group 2 - The article emphasizes the importance of conducting personal research before making investment decisions, indicating a focus on educational content [2] - It clarifies that past performance is not indicative of future results, suggesting a cautious approach to investment evaluations [3] - The article notes that the views expressed may not represent the entire platform, highlighting the diversity of opinions among analysts [3]
SmartRent: Mixed Q2 Results But Massive De-Risking
Seeking Alpha· 2025-08-07 09:56
Company Overview - SmartRent (NYSE: SMRT) is a provider of smart home and smart property solutions specifically for the multifamily industry [1] - The company went public via SPAC in 2021 and has faced challenges related to the clarity of its vision since then [1] Investment Highlights - The article mentions notable investment coverage for other companies, including ADTH and LUMN, with specific buy prices and acquisition details [1] - ADTH was first covered with a "Buy" rating at $1.24 in September 2023, followed by a second coverage at $1.20 in November 2023, and was acquired for $3.21 per share in June 2024 [1] - LUMN was first covered with a "Buy" rating at $1.39 in September 2023, followed by a second coverage at $1.18 in November 2023, and a downgrade after selling the full position at $6.08 in October 2024 [1] Analyst Position - The company has a beneficial long position in the shares of SmartRent through stock ownership, options, or other derivatives [1]
AMC Networks: Operations Remain Healthy - Buying The Stock Hand Over Fist
Seeking Alpha· 2025-05-12 20:13
Group 1 - AMC Networks is currently trading at all-time lows due to a heavy debt-load and challenges from cord-cutting trends in their legacy business segment [1] - The company has been highlighted in recent investment articles, with notable buy recommendations made in September and November 2023 [1] - The article mentions a successful acquisition of another company (ADTH) at $3.21 per share in June 2024, indicating potential for similar outcomes in the media sector [1] Group 2 - The article emphasizes the importance of conducting personal research before making investment decisions, suggesting a focus on educational content rather than direct investment advice [2] - It is noted that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]
Franklin Street Properties: Reading Between The Lines And Loading Up The Truck
Seeking Alpha· 2025-05-02 08:24
Core Viewpoint - Franklin Street Properties (NYSE: FSP) is a REIT focused on U.S. office properties and is currently trading significantly below its book value, having underperformed the market with a return of -12% over the past two years [1] Group 1: Company Performance - FSP has shown a strong underperformance compared to the market, with a return of -12% since the first article was published nearly two years ago [1] Group 2: Investment Activity - The article mentions notable investment activities, including two "Buy" coverages for ADTH in September and November 2023, with an acquisition price of $3.21 per share in June 2024 [1] - LUMN also had two "Buy" coverages in September and November 2023, with a downgrade noted after selling the full position in October 2024 at $6.08 [1]
SmartRent: Further Drop In Price Makes Us Load Up The Truck
Seeking Alpha· 2025-04-11 16:24
Group 1 - SmartRent (NYSE: SMRT) is a provider of smart home and smart property solutions specifically for the multifamily industry [1] - The company has faced challenges since its IPO via SPAC in 2021, primarily due to a lack of clarity regarding its vision [1] Group 2 - The article mentions notable investment coverage, including two "Buy" ratings for ADTH in September and November 2023, with an acquisition price of $3.21 per share in June 2024 [1] - LUMN also received two "Buy" ratings in September and November 2023, with a downgrade noted after selling the full position in October 2024 at $6.08 [1]