Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

HealthEquity: This Stock Is Ready To Run With The Bulls

I recently wrote an article about Castlight Health in which I trashed the company for not being able to justify its excessive market cap. Mostly, I wrote about the fact that the company couldn't give specifics as to how it operates or anything that would create visibility for the analyst and investment communities. I opined that the company was essentially living off the potential of its TAM, which is attractive and underpenetrated. Thus, the company was more bark than bite. Even with all of these facts staring investors in the face, the company still commands over a billion dollar market cap based on sheer potential alone. Investors are willing to take on substantial amounts of risk just to participate and

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