Equitable Research
Internet, special situations, deep value, contrarian

Skullcandy: 2 Conclusions And A Shocking Buyout Theory

There was an article posted here back in March that contemplated the idea that Skullcandy (NASDAQ:SKUL) could be a potential acquisition target of Sony. In January, Bloomberg, citing a number of analyst sources, called Skullcandy a takeover target in a Real M&A piece. Furthermore, I myself speculated over a year ago that Skullcandy's hire of Kyle Wescoat as CFO, could be a sign of the company shopping itself around to potential suitors. Since I wrote that article, the stock has dropped about 50%. With that said, I have spent the better part of the last year really diving into and picking apart every aspect of the Skullcandy business and what I think is going to happen to this...

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