Quick update

I've trimmed a decent portion of my FootStar position. 60% in less than a year is pretty nice. I've started building a position in Aldila (ALDA). This piqued my interest after it showed up on the Magic Formula search for microcaps. I was able to purchase in the low 16's, with a sizable discount to my IV calculation of $30. Will elaborate some more soon.

I've been on short hiatus in preparation for my trip to Boston tomorrow. I have been preparing for this for the past few weeks, at the expense of everything else in my life. I will be giving a presentation on spinoffs as part of an investment strategy competition hosted by a large firm there ($140 B under management). If this works out, then I'll be set for the summer. Otherwise, I'll have to keep looking. Does anyone out there want to give me an internship?