Volmanac Research

Amerco (UHAL): Hidden Value in Growing Storage Business

Dec 15, 2016

Amerco is a best in class moving business with 19,500 locations. Additionally, Amerco has been building out a storage business which will continue to benefit from synergies with the U-haul moving business.

Banc Of California (BANC): Related Party Transactions and Potential Ties to Jason Galinis

Oct 26, 2016

Thoughts on related party transactions and the Galinis, COR, Camden, Valor, and BANC relationship recently presented by Aurelius Value

Horsehead Holding Bankruptcy: Converts vs. Equity

Sep 1, 2016

Horsehead Holding (ZINC) Bankruptcy Long Converts vs Short Equity

Operational Leverage in the India Consumer Growth Story: Capital First

Sep 1, 2016

Mortgages and consumer credit in India remain very underpenetrated and these sectors offer opportunities for proficient management teams to build highly scalable, high ROE businesses.

E&P Debt vs. Equity Trades

Aug 25, 2016

Short equity vs long credit 2016 trades in the E&P sector

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