Comments on: BAB Systems Inc (BABB) Is Undervalued But Has A Glaring Issue https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/ Value Investing Journey Thu, 09 Jul 2015 23:16:44 +0000 hourly 1 https://wordpress.org/?v=6.8.2 By: Jason Rivera https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-137 Tue, 05 Mar 2013 04:20:38 +0000 http://vijourney.wordpress.com/?p=2185#comment-137 In reply to Jeff.

@Jeff

As of yet no and I will go over why in the next two articles.

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By: Jason Rivera https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-136 Tue, 05 Mar 2013 04:16:57 +0000 http://vijourney.wordpress.com/?p=2185#comment-136 In reply to Jason Rivera.

@Chris

Thanks a lot I appreciate it. You will have to wait for the rest of the series to find out the company(s) I found more appealing 🙂 as for the activism issue if you want to talk about this further shoot me an email.

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By: Chris https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-135 Tue, 05 Mar 2013 03:31:30 +0000 http://vijourney.wordpress.com/?p=2185#comment-135 In reply to Jason Rivera.

This was a fantastic write-up. What was the more appealing company you mentioned below? I would be very keen to form a group of activist value investors (this has been a long-term goal of mine!), so I’m interested to hear about appropriate nano-cap opportunities.
I’m also looking forward to your write-up on PARF, although it is so closely held and seasonal that it’s difficult to acquire a meaningful position.

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By: Jeff https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-134 Mon, 04 Mar 2013 23:29:34 +0000 http://vijourney.wordpress.com/?p=2185#comment-134 Did you ever get in contact with management?

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By: Jason Rivera https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-133 Mon, 04 Mar 2013 21:07:45 +0000 http://vijourney.wordpress.com/?p=2185#comment-133 In reply to consolazio.

I agree. Shortly after I finished up research on this company I had actually planned to get a group of value investors together to try and become activist but ended up finding a much better and less time consuming opportunity.

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By: consolazio https://www.valueinvestingjourney.com/bab-systems-inc-babb-maker-of-big-apple-bagels-and-my-favorite-muffin-is-undervalued-but-has-a-glaring-issue/#comment-132 Mon, 04 Mar 2013 19:48:30 +0000 http://vijourney.wordpress.com/?p=2185#comment-132 Companies like this scare me: management owns a majority stake and is enriching themselves through excessive salaries and shareholder dilution rather than growing value per share. Unless management changes their ethical behavior, the undervaluation will persist.

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