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Amvona

 
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  • On The Value Of Users, Hard Drives And Batteries - Part 1 [View article]
    Dear Reader,

    Thank you for taking the time to read the article and to comment.

    http://www.amvona.com
    Jun 14, 2012. 11:30 AM | Likes Like |Link to Comment
  • On The Value Of Users, Hard Drives And Batteries - Part 1 [View article]
    Dear Reader,

    Thank you for taking the time to read the article and to comment. Please note the article is broken into 3 parts on SeekingAlpha

    http://www.amvona.com
    Jun 14, 2012. 11:29 AM | Likes Like |Link to Comment
  • On The Value Of Users, Hard Drives And Batteries - Part 1 [View article]
    Dear Reader,

    Thank you for taking the time to read the article and to comment – thank you especially for the positive feedback.
    Feel Free to stay in touch,

    http://www.amvona.com
    Jun 13, 2012. 03:40 PM | Likes Like |Link to Comment
  • Silver Platters, Annie Oakley And 'The Sidelines' [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also for your positive comments.

    Your insight into the possible relationship between HGST’s LTA’s and the Chinese regulators is extremely good – and worth careful consideration.

    Warm Regards,

    http://www.amvona.com
    May 4, 2012. 05:08 PM | Likes Like |Link to Comment
  • Silver Platters, Annie Oakley And 'The Sidelines' [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also for your positive comments.

    Warm Regards,

    http://www.amvona.com
    May 1, 2012. 12:03 PM | Likes Like |Link to Comment
  • Why We're Still Buying Skechers Stock [View article]
    Dear Reader,

    Thank you for taking the time to read the article and to comment.

    Also appreciate the feedback – very happy you were able to profit from the article and research.

    There should be an update article on SKX published in the near future in the following category:

    http://bit.ly/Ks5lWa

    Again thanks and feel free to stay in touch.

    http://www.amvona.com
    May 1, 2012. 06:49 AM | Likes Like |Link to Comment
  • Corning From Another Perspective [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also for the positive feedback.

    “…true jewel” is a good description.

    Feel free to stay in touch.

    http://www.amvona.com
    Apr 27, 2012. 09:04 AM | Likes Like |Link to Comment
  • Corning From Another Perspective [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also for commenting.

    The display business is not only stabilizing, but according to the company 2H even looks positive, when this is added to the growth in the ancillary businesses (esp. considering acquisitions), as per the article above, the problems of the last few quarters do not seem indicative of a trend.

    Hope this helps.

    Feel free to stay in touch.

    http://www.amvona.com
    Apr 25, 2012. 02:43 PM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Reader,

    Thank you for taking the time to read the article and to comment - eventually the company will get credit for their superior execution.

    You might be interested in other articles in this category (some of which have also covered memory and storage):

    http://bit.ly/GT28xb

    Again Thanks,

    http://www.amvona.com
    Apr 3, 2012. 09:05 AM | Likes Like |Link to Comment
  • In spite of the shortages caused by Thai flooding, IDC expects hard drive shipments to rise 7.7% in 2012, while adding recent events have allowed the likes of STX and WDC to "collectively hit the 'reset' button" on pricing. Expecting pricing to remain healthy going forward (no doubt assisted by recent consolidation), IDC predicts industry revenue will grow at an 8.6% CAGR from 2011-2016, even as solid-state drives take a toll on sales. (previously)  [View news story]
    projected CAGR is actually 9.6%

    see 6 predictions here:

    http://bit.ly/GSzWQB

    2 down - 4 to go.
    Apr 2, 2012. 12:59 PM | Likes Like |Link to Comment
  • Shares of Skechers (SKX -4.3%) trade lower after Wedbush initiates coverage on the company with a dour Underperform rating. The Street isn't overly optimistic about the stock with only 1 rating out of 7 on the books above a Hold. [View news story]
    The analyst misses the mark. ...amongst other errors in the report, there is hardly an inventory problem – on the contrary - toning "overhang" is about two quarters in the past.

    $11 PT is about Net Working Capital alone (means ~400 mln. in tangible assets totally for free, and no value placed on the brand itself, or the company as a going concern)

    Worth noting that “GoRun” is one of thousands of sku’s.

    see also: http://bit.ly/GVizyb

    http://www.amvona.com
    Mar 27, 2012. 10:33 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Reader,

    Thank you for taking the time to read the article, to comment and for the positive feedback.

    Excellent point on different ways of looking at the paradigm shift.

    You might be interested in other articles in this category (some of which have also covered memory and storage):

    http://bit.ly/GT28xb

    Again Thanks,

    http://www.amvona.com
    Mar 25, 2012. 07:18 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also to comment.

    Again thanks,

    http://www.amvona.com
    Mar 24, 2012. 08:11 AM | Likes Like |Link to Comment
  • Wait: That Was Our Price Target ... And Other Musings On Memory And Storage [View article]
    Dear Sunil,

    Thank you for taking the time to read the article and also to comment.

    Again thanks,

    http://www.amvona.com
    Mar 24, 2012. 08:11 AM | Likes Like |Link to Comment
  • American Greetings: The Triple 'W' Stock [View article]
    Dear Reader,

    Thank you for taking the time to read the article and also to comment.

    Actually “ahead of the market a little bit” may not be the right expression.

    The issue has advanced ~28% since the article was published while the benchmark S & P has gained only ~9% - beating the benchmark by more than a factor of 3.

    You might also be interested in the investment ideas published in the following category: http://bit.ly/GT28xb

    Again thanks and feel free to stay in touch.

    http://www.amvona.com
    Mar 23, 2012. 08:22 AM | Likes Like |Link to Comment
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