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Mayukh Mukherjee

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  • Dumpster Diving Series - BBY Starts To Look Promising [View instapost]
    Thanks for your comments. My take is that BBY has fallen so much out of favor that it looks really good right now. If you believe in the brand and that they will find the right mix of online/offline presence its a good time to buy.
    Nov 11 01:27 AM | Likes Like |Link to Comment
  • Dumpster Diving Series: Nokia Looks Enticing But Wait For Those Lumias To Sell First [View instapost]
    Thanks for the comments. I did not call out specific segments of their business as I put my assumptions in the dcf analysis. We are in agreement that the stock has tremendous upside.

    My only concern is that its an all or nothing strategy with Lumia and Windows 8. And I when I mentioned free-fall I specifically was talking about handset sales. They are down double digits in every quarter.

    Nov 9 09:03 AM | Likes Like |Link to Comment