Helix Investment Research
Long only, special situations, contrarian, growth

Going Long Leap Wireless: More Than A Leap Of Faith

At first glance, it may seem odd that we are buying shares of Leap Wireless (LEAP). Given our focus on investing in secular growth trends, why would we wish to have exposure to an unprofitable wireless carrier saddled with billions in debt? The answer, however, can be found in one of the strongest secular growth trends of the past few ye...

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