Raccoon Capital Notebook

Raccoon Capital Notebook

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Becker Milk Company - microcap, profitable and asset sales (liquidation) at 0.70x P/TBV

Inter-Rock Minerals - Develops, markets, and distributes premium dairy feed supplements across the U.S.

The Rapid Rise and Fall of Adeptus Health: A Working Capital Cautionary Tale

US Tariffs: Initial Impacts and Corporate Adaptation Strategies

Update on some special situation

5 years of investment learning

5 ans d’apprentissage en investissement - 🇫🇷

A company with a balance sheet with a net worth that can represent more than 10x its MC. With the possibility of a second return of capital.

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