So overall, this author is 100% correct. This is one of the silliest short ideas, I've ever seen. Pristine balance sheet with no debt, tremendous free cash-flow, recurring revenues, low valuation, and not one iota of evidence that their business is in declining or faces any major competitive threats. In fact, they are buying out their competition. And even if the business was declining, the company's low valuation already reflects that worry.
By the way, I use OneBox and eFax for my businesses. Both are great services and I'll be using them for another decade.
-
So overall, this author is 100% correct. This is one of the silliest short ideas, I've ever seen. Pristine balance sheet with no debt, tremendous free cash-flow, recurring revenues, low valuation, and not one iota of evidence that their business is in declining or faces any major competitive threats. In fact, they are buying out their competition. And even if the business was declining, the company's low valuation already reflects that worry.
Aug 03 09:27 am
|Rating:
0
-1
All Comments by Envoy Global Research »Short j2 Global at Your Own Peril [View article]
By the way, I use OneBox and eFax for my businesses. Both are great services and I'll be using them for another decade.