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Envoy Global is focused on identifying attractive investments in companies that are undergoing financial turnarounds and corporate restructurings.
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TZOO: TravelZoo - Divestiture Sets Up Investment Opportunity

Originally Posted on January 28, 2010

With the company’s divestiture of its money-losing Asian operations late last year, and the strong growth in subscribers in the remaining US and Europe operations, TZOO’s bottom-line could see a surge in 2010

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OSTE: Osteotech Shares Could Benefit from Improving Results and Shareholder Activism

Originally Posted on January 25, 2010

If new product revenues continue to accelerate and management comes under pressure from activist investors, OSTE shares could rise nicely this year as speculation concerning an M&A transaction gains traction.

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The Economics of Nihilism

Originally Posted on January 8, 2010

I’m not sure what to make of certain price movements in worthless securities, other than to call attention to a new principle, I call, the economics of nihilism.

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The US Financial Shell Game, Where Will It End

Originally Posted on January 6, 2010

Today, I received a letter in the mail that told me that my home mortgage loan was sold to Fannie Mae. Just last month, I received a letter that my loan was sold to Bank of America.

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Surprise, Surprise: PTEC Decides to Focus on the BIOS Business

Originally Posted on January 6, 2010

Yesterday, PTEC announced strategic alternatives for the foolish investments made during the last two years, and intends to focus its business strategy on the core systems software (BIOS) markets in which Phoenix has a long-established leadership position.

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More on the Health Insurance Misnomer Topic

Originally Posted on January 2, 2010

I was thrilled to find healthcare insurance post from esteemed economist L. Randall Wray, that agrees with my prior thesis that healthcare insurance is really a misnomer.

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CALC: A Bankrupt Real Estate Play

Originally Posted on December 30, 2009

The General Growth story had me looking for other bankrupt real estate related companies that could also ignite some interest with hedge funds. This has led me to CALC a residential home builder operating out of CA.

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Happy Holiday and New Year to All Envoy Research Subscribers

Originally Posted on December 27, 2009

Happy Holiday and New Year. If you’ve followed the picks on the site, you should have been up close to 100% this year, even if you are as risk-averse as me.

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  • jay freeman The Fantasy of Finance- Very good ..... an entire MBA in 5 paragraphs.....For those who may... >>Read More

  • Wanted to Retire Early As usual, your timing is fantastic. INAP has really started to run in the past two... >>Read More

  • Yehuda Fruchter Hi Thomas, Very interesting points. In terms of money, I believe that debt is merely one... >>Read More

  • Thomas J. Costagliola Yehuda, You have done a brilliant analysis tying rising health care costs to the... >>Read More

  • Logan I think the company is concentrating on profitability and this quarter or next quarter they will... >>Read More

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