Camellia Capital Management
Long/short equity, value, special situations

Mentor Graphics: Earn 20% With Zero Net Market Exposure

The good thing about researching a company that dominates its industry is that as long as you can make an argument as to why that industry is attractive, you're often able to extend much of it to the particular company at hand. And since there is typically more information available about an industry as a whole than any one company within it, your depth of research can often measurably improve when researching such dominant entities. Further, when only a few companies dominate an industry, you can often develop creative trading strategies involving one or more of these companies, perhaps even giving yourself zero net exposure to the market as a whole. Mentor Graphics is a perfect example of a dominant...

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