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Saturday, May 6, 2017

Hill International: 2017 Update $HIL

  • This is a follow up to my Jan. 2016 piece on Hill
  • With Claims sold and activists taking control of the board, Hill is likely undervalued as a standalone and and interesting target for a variety of acquirers
  • I wrote this in mid-April before the Claims sale officially went through and Richter left in early May, but I think both of those are just confirmatory of the thesis below.

Friday, May 5, 2017

Hill International: January 2016 Investment Thesis $HIL

Note: I wrote the below way back in January 2016. Over the weekend, I'll be posting a long update on the company (update: that post is now live), but the update doesn't make sense without this background, so I needed to get this out first. Enjoy!