DSGR
Distribution Solutions Group, Inc. Common Stock
stock NASDAQ

I've got two for you that are mispriced - I think both have decent margins of safety.
TLDR's below & full write ups in my bio. ✌️
Not investment advice obviously!!
1) MNRO - trading lower on higher oil, inflation, and consumer-demand fears. Two activists - Icahn with nearly 15% & Gabelli with 9.6% have recently being buying it above here. I think it's gonna get sold - probably by Icahn to combine with Pep Boys.
If you're looking for a shorter term trade - here's an interesting event driven one.
2) I wrote it up on my Substack. $DSGR, Distribution Solutions Group. I think it's a super interesting situation. It should, all going well, allow you to recycle your capital in approx 2 months for ~14%.
The company has received a take private proposal from the majority owner. TLDR below & full write up in my bio. Would appreciate any thoughts or feedback. Cheers.
LKCM, the majority owner of DSGR wants to take the company private. The stock was taken behind the woodshed after a suspiciously messy Q4 results. The offer is a 52% premium to the prior day price, but to say its opportunistic is an understatement. The stock traded in a solid range for the last 12 months & the unaffected price is realistically more like ~$29. The CEO is the Founder & Managing Partner of LKCM Capital Group & LKCM Headwater Investments, the private capital investment group of LKCM. They already own ~80% of the company & taking out the remaining minority investors would only require cutting a $263m cheque. Coincidentally, the company just upsized their credit facility in Dec 2025 & has $393.7m undrawn on their revolver. Due diligence shouldn't be an issue, they even say they can get it done by May 8th.
I trade event driven, ideally infecting company, theme, or industry with a catalyst.
I wrote one up today on my Substack on $DSGR. Distribution Solutions Group. I think it's a super interesting situation.
The company has received a take private proposal from the majority owner. TLDR below & full write up in my bio. Would appreciate any thoughts or feedback. Cheers.
LKCM, the majority owner of DSGR wants to take the company private. The stock was taken behind the woodshed after a suspiciously messy Q4 results. The offer is a 52% premium to the prior day price, but to say its opportunistic is an understatement. The stock traded in a solid range for the last 12 months & the unaffected price is realistically more like ~$29. The CEO is the Founder & Managing Partner of LKCM Capital Group & LKCM Headwater Investments, the private capital investment group of LKCM. They already own
~80% of the company & taking out the remaining minority investors would only require cutting a $263m cheque. Coincidentally, the company just upsized their credit facility
in Dec 2025 & has $393.7m undrawn on their revolver. Due diligence shouldn't be an issue, they even say they can get it done by May 8th.

I've got two for you that are mispriced - I think both have decent margins of safety.
TLDR's below & full write ups in my bio. ✌️
Not investment advice obviously!!
1) MNRO - trading lower on higher oil, inflation, and consumer-demand fears. Two activists - Icahn with nearly 15% & Gabelli with 9.6% have recently being buying it above here. I think it's gonna get sold - probably by Icahn to combine with Pep Boys.
If you're looking for a shorter term trade - here's an interesting event driven one.
2) I wrote it up on my Substack. $DSGR, Distribution Solutions Group. I think it's a super interesting situation. It should, all going well, allow you to recycle your capital in approx 2 months for ~14%.
The company has received a take private proposal from the majority owner. TLDR below & full write up in my bio. Would appreciate any thoughts or feedback. Cheers.
LKCM, the majority owner of DSGR wants to take the company private. The stock was taken behind the woodshed after a suspiciously messy Q4 results. The offer is a 52% premium to the prior day price, but to say its opportunistic is an understatement. The stock traded in a solid range for the last 12 months & the unaffected price is realistically more like ~$29. The CEO is the Founder & Managing Partner of LKCM Capital Group & LKCM Headwater Investments, the private capital investment group of LKCM. They already own ~80% of the company & taking out the remaining minority investors would only require cutting a $263m cheque. Coincidentally, the company just upsized their credit facility in Dec 2025 & has $393.7m undrawn on their revolver. Due diligence shouldn't be an issue, they even say they can get it done by May 8th.
I trade event driven, ideally infecting company, theme, or industry with a catalyst.
I wrote one up today on my Substack on $DSGR. Distribution Solutions Group. I think it's a super interesting situation.
The company has received a take private proposal from the majority owner. TLDR below & full write up in my bio. Would appreciate any thoughts or feedback. Cheers.
LKCM, the majority owner of DSGR wants to take the company private. The stock was taken behind the woodshed after a suspiciously messy Q4 results. The offer is a 52% premium to the prior day price, but to say its opportunistic is an understatement. The stock traded in a solid range for the last 12 months & the unaffected price is realistically more like ~$29. The CEO is the Founder & Managing Partner of LKCM Capital Group & LKCM Headwater Investments, the private capital investment group of LKCM. They already own
~80% of the company & taking out the remaining minority investors would only require cutting a $263m cheque. Coincidentally, the company just upsized their credit facility
in Dec 2025 & has $393.7m undrawn on their revolver. Due diligence shouldn't be an issue, they even say they can get it done by May 8th.