Research Results
| Name | Symbol | Date Published | Date Closed | Entry Price | Close Price | Absolute Return % | XIRR | SPY Abs. Return % | SPY XIRR | Outcome |
|---|---|---|---|---|---|---|---|---|---|---|
| Arc Document Solutions | ARC | 2024-07-16 | 2024-08-28 |
$
3.08
|
$
3.31
|
9% | 111% | -1% | -9% | Definitive agreement reached; takeout price increased; deal closed Nov. 24. |
| FONAR Corp | FONR | 2025-08-13 | TBD |
$
15.17
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Omnicom + Interpublic | OMC + IPG | 2025-10-08 | TBD |
$
80.00
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Ecovyst | ECVT | 2025-11-16 | TBD |
$
8.56
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Net Lease Office Properties | NLOP | 2025-11-26 | TBD |
$
29.71
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Ardent Health | ARDT | 2025-11-26 | TBD |
$
9.05
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Clorox | CLX | 2025-11-26 | TBD |
$
107.75
|
TBD | TBD | TBD | TBD | TBD | TBD |
| The Kraft Heinz Company | KHC | 2025-11-26 | TBD |
$
25.59
|
TBD | TBD | TBD | TBD | TBD | TBD |
| Sirius XM Holdings | SIRI | 2025-11-26 | TBD |
$
20.90
|
TBD | TBD | TBD | TBD | TBD | TBD |
Note: Entry price is the price on the date the stock/article was published. XIRR is an annualized return. Returns include dividends, distributions etc.