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 |
Note: XIRR is an annualized return. Returns include dividends, distributions etc.