Equitable Research
Internet, special situations, deep value, contrarian

Compelling Opportunity To Buy Into Skullcandy Turnaround

Written off for dead by all of the so-called professionals who follow the stock, I believe that Skullcandy (NASDAQ:SKUL) offers a compelling opportunity for patient long-term investors. In this article I will outline several recent key catalysts that formulate the bull case for this struggling consumer electronics company. I will also review some current weaknesses in the company strategy that although are not strong enough to entail a bear case for this company, they do require management attention.

I'd like to start off talking about gaming, that is the video game market. When most people think about Skullcandy, they think of musical audio, like Beats, Bose or other leading headphone manufacturers. Gaming is a whole different breed of...

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