Stone Fox Capital
Long/short equity, growth at reasonable price, research analyst, deep value

Trusting InvenSense Management

A big part of investing requires trusting the management team of a stock. In most scenarios that is exactly what investors should be doing. In the case of InvenSense (NYSE:INVN), the company clearly laid out the case for a significant new customer that most all but assumed had to be Apple (NASDAQ:AAPL). Now after teardowns of the new iPhones, analysts have become concerned that InvenSense didn't win the Apple contract after all. Should investors trust management or spend endless time trying to prove out the case presented during the latest earnings call?

InvenSense makes motion-tracking products used by the likes of Samsung and Nintendo in smartphones and game systems to improve the performance and...

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