EDAP and SNCR have been killing me. I am down to 0% gain for the year. I guess I got greedy on both.

I dumped DHX and took my lumps. It worked four times before, but not this time. Even their new CFO left. Lost 36%.

I dumped VNDA for a 7% gain. They have more cash than their market cap, but no one cares.

I dumped SBLK for a 6% loss.

I tried to get out of CRNT but was only able to sell some for a 55% gain. Good earnings, but it couldn’t hold much of its gains. Again, a crappy market for small caps.

NEXN had great earnings but the stock went down anyway, just stupid.

I will wait for whatever deal IRIX comes up with. Hopefully this will happen soon. They have taken over a year to do something. Now they say they are close.

I find 180 Degree Capital quarterly shareholder letters interesting regarding their perspective on small caps and value stocks.

https://d1io3yog0oux5.cloudfront.net/_1e1471301fd36c83d1e2f17ecb7f3de9/180degreecapital/db/373/2906/letter_to_shareholders/Q3+2024+shareholder+letter+-+FINAL.pdf