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David Klein
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I've been investing full time for over 15 years. I use a proprietary model based on a modified Graham, DCF & PE analysis. Results can be viewed at our website (address below). As a result of past investment decisions I was able to turn my attention to full time investing & research which... More
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  • Level 3 Communications Interactive Model Added To The IIEX Website

    The IIEX Level 3 Communications (LVLT) model has been available for download as a pdf file for several years (found here) however it's based on my input. We are testing a web based interactive model where you can test your own assumptions by applying your own input. The input cells are shaded in grey on the first tab titled "Level 3 Model Assumptions". The first input column represents ratios you feel should be appropriate. They include PE, P/Revenue, EV/EBITDA and FCF multiple. The remaining columns for revenue growth, capex & margins apply to each year. You can enter a new set of assumptions by refreshing the page. FV (Fair Value) is shown on the left. The "Summary" tab at the bottom will summarize your assumptions.

    Present FV is discounted from 2019 results. Any changes in revenue growth for any year will affect FV since they are cumulative. Changes in 2019 CapEx & margins will affect FV; other years are for completing the summary tab at the bottom.

    Click the following link to access the "Interactive Model": https://iiex.sharepoint.com/Pages/LVLT_Interactive_Model.aspx

    Disclosure: I am long LVLT.

    Oct 28 9:41 AM | Link | 1 Comment
  • Terrafugia's Transition; An Update From AirVenture Oshkosh

    Terrafugia had their first public flying car demonstrations at AirVenture Oshkosh, putting the Transition® through its paces in front of a crowd of over 30,000 aviation enthusiasts first on Monday afternoon (July 29) and then again on Wednesday evening (July 31).

    Click here to see the remaining blog along with a fun and interesting link to the video by Translogic (AOL Auto).

    Sep 12 2:42 PM | Link | Comment!
  • Terrafugia's Vision For The Future Of Personal Transportation

    Last year we penned two articles about Terrafugia. The first giving a background and a quick review of the roadable aircraft called The Transition®. Click here to review the article.

    Our next article included a video of the public demonstration of The Transition® in action. Click here to review the article and/or view the video of the demonstration.

    Once testing and approvals are complete the next phase will be manufacturing and delivering on the existing backlog of orders. Although the future of Terrafugia is dependent on their ability to reach the production phase of The Transition® they have already started to map out the next generation of "Flying Cars". So what comes after The Transition®? Introducing the TF-X; the following video brings the vision to life.
    ...Click here to continue to the full article...

    Jun 11 4:41 PM | Link | Comment!
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