Drew Hutcheson
Long/short equity, value, contrarian, activist investor

Infinity Augmented Reality: A Potential Double

As investors in a stock picker's market, we scour SEC filings and dig through balance sheets, running comps and trying to mine the markets for that gem which will be the next home run. But what does one do if there's no industry history to review to see how a company's prospects may fare? Speculative and risky are no doubt words which come to mind. But when you throw Google (NASDAQ:GOOG) into the mix, along with other companies trying to form a new industry and run off with the lead due to potentially a game changing product, you then find a company's idea credible and at the least, worth considering.

The focus company of this article has probably...

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