Josh Burwick
Long/short equity, growth at reasonable price, contrarian

Keep It Simple Stupid - Buy This Misunderstood Tech Name For 35% Upside

Infoblox (NYSE:BLOX), a recent 2012 IPO, has exposure to almost every secular theme in technology minus a crazy multiple. Excluding a dip late last year related to lockup expiration, the stock has been mired in a narrow $18-23 range. The stock trades at 3.7x EV to 2013 revenue, not a hefty multiple for a dom...

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