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    Paul Dwyer

    Research Analyst at Punch & Associates

    Paul Dwyer is Managing Partner and Portfolio Manager at Punch & Associates, specializing in micro-cap and small-cap equity research and portfolio management. With over 15 years of experience investing in and analyzing public companies, he has covered a diverse range of micro-cap equities, contributing to strong firm performance although detailed quantitative track records are not publicly disclosed. Dwyer's career began as a research analyst at another buy-side investment firm, followed by corporate development roles at a publicly traded renewable fuels and chemicals company, before joining Punch & Associates—where he now serves in both management and investment leadership roles. He holds a BSBA in Finance and Accounting from Creighton University and is a CFA charterholder.

    Paul Dwyer's questions to B. Riley Financial (RILY) leadership

    Paul Dwyer's questions to B. Riley Financial (RILY) leadership • Q1 2024

    Question

    Inquired about the timeline for the Great American transaction, updates on the Franchise Group's performance, the expected turnaround at Targus, and key learnings from the recent period of 'crazy dynamics'.

    Answer

    A decision on the Great American sale is expected in early Q3. Franchise Group's management is executing well, with a recent asset sale providing crucial liquidity. The Targus turnaround is tied to the PC replacement cycle, which is taking longer than expected. A key learning is the difficulty of being a complex public company, leading to a potential focus on simplifying the business while remaining opportunistic.

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