Seeking Alpha

Bradley Lamensdorf

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • United Natural Foods: Indigestion Ahead
     • Tue, Aug. 26 UNFI 2 Comments

    Summary

    • Increasingly crowded organic market threatens UNFI's key customer, Whole Foods.
    • Weakening margins and slow working capital lead to negative cash flows, despite sales growth.
    • Rising leverage will also pressure the stock.
  • Close The Door On E2open
       • Tue, Jul. 22 EOPN 3 Comments

    Summary

    • E2open's sales growth is slowing, and revenue recognition mechanics merit additional caution.
    • Lack of historical profitability, and the losses are deepening.
    • Insiders have been selling shares.
  • Lumber Liquidators: An Overstretched Valuation Erected On A Shaky Foundation
       • Fri, Feb. 7 LL 8 Comments
  • The Short Case For Zeltiq Aesthetics
       • Sat, Jan. 25 ZLTQ 5 Comments