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$HZO, largest recreational boat + yacht retailer in the US, on 4/23:When the virus first hit, we saw a significant deceleration of contracts. However, towards the end of Mar, we

1/ Help wanted. Looking for unlevered, cap-lite businesses, w blue-chip customers and no secular issues trading at 2x EBITDA. I’ll start with one: meet, Limbach Holdings $LMB, a company that

Interesting stat from $POOL yesterdayIn 2006, there were approximately 215,000 new pools constructed in the U.S. That fell by more than 80% to about 40,000 pools in 2009, and has

Roark puts $200m into $CAKE in return for -1% commitment fee-9.5% div (cash or pik)-participation in common dividends on as converted basis-convertible to common stock at $22.23, 18.75% above last