Spencer Ross
Growth, special situations, long only

Sify Technologies: July 18th Fireworks This Week?

Unearthing great investment opportunities is the unspoken raison d'eitre of Seeking Alpha writers and readers coming together. There is certainly no clear cut formula for this and great ideas often come from the strangest of places. While the search for powerful and profitable ideas will always require a lot of research, observation, deep thinking and timing, I would like to offer here one particular construct that I have used to uncover significant market opportunity in the past and demonstrate how this construct may be quite relevant to the current market situation in Sify Technologies (NSDQ:SIFY). Here's the thesis:

If the Macro view is negative enough, this soured view will spill over into the Micro space and put investor...

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