ALJ is a holding company run by significant shareholder (45%+ ownership) Jess Ravich. The company acts more like a merchant bank buying and selling entire companies. Formerly owned a steel producer, sold that business and invested in printing, flooring retail, and call-center / outsourcing services. In 2022, the company is on the divestiture side again.
Financials & Valuation
- 2016 Best Ideas Presentation JDP Capital Management
- Asset sales 2022 — Merger proxy with pro-forma financials