Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Better To Step Back As Mavenir Consolidates

Mavenir Systems Inc. (NYSE:MVNR) stock is trading close to its all time high after going public in November. The stock is flying on expectations that the company, being a pure-play on 4G LTE adoption cycle, may continue to enjoy growth rates exhibited in the past two years by deploying at the early adopters, and that earnings leverage will be enough to grow into current lofty valuations.

Closer looks at the fundamentals suggest a muted revenue growth environment in the near term, which "bulls" seem to be ignoring at the moment. Fundamentally, the stock may remain under pressure as investors grasp with the following concerns:

    Tapering growth and limited market size of its existing set of products on offer...
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