Two Vintage Capital Special Situations Part 1: $TAXA $RRGB
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This is the first in a series of two posts (update: you can find the second here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, but for a variety of reasons I ended up splitting them. In this post, I'll focus on the driving force behind both ideas, Vintage Capital, and then discuss TAXA.
Two Vintage Capital Special Situations Part 1: $TAXA $RRGB
Two Vintage Capital Special Situations Part…
Two Vintage Capital Special Situations Part 1: $TAXA $RRGB
This is the first in a series of two posts (update: you can find the second here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, but for a variety of reasons I ended up splitting them. In this post, I'll focus on the driving force behind both ideas, Vintage Capital, and then discuss TAXA.