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Ravee Mehta  

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  • National General: 100% Upside, A+ Management, High-Quality, Under-The-Radar
       • Fri, Jan. 30 NGHC 19 Comments

    Summary

    • A high-quality specialty personal lines insurer which writes insurance in sticky niche markets, and growing rapidly.
    • Strong competitive advantages, including superior technology and analytics, low cost structure, and strategic relationships.
    • A seasoned management team with excellent capital allocation and risk management skills.
    • Asymmetric risk-reward. 100% upside vs. only -16% downside in the next 2 years.
  • Autobytel A Potential Triple: 1x Sales For Double-Digit, Profitable Growth Is Rare
       • Nov. 26, 2013 ABTL 8 Comments
  • AVG: Stale Short Thesis = Great Opportunity!
    Editors' Pick • Jun. 30, 2013 AVG 24 Comments
  • Rovi: Compelling Reward To Risk
    Editors' Pick • Apr. 30, 2013 ROVI 8 Comments
  • Oracle: Incredible Reward To Risk
       • Jan. 28, 2013 ORCL 23 Comments
  • Facebook: Gaining Confidence In This Investment
    Dec. 11, 2012 FB 3 Comments
  • Facebook: At A Positive Inflection Point
    Nov. 20, 2012 FB 14 Comments
  • Equinix: A Great GARP Stock With Short-Term Catalysts
    Oct. 17, 2012 EQIX Comment!
  • Corning: Short-Term Catalysts, Long-Term Value and Optionality
    Editors' Pick • Oct. 14, 2012 GLW 33 Comments
  • ASML: A Reasonably Priced Monopoly
    Oct. 2, 2012 ASML 7 Comments
  • Apple: US Carriers Ensure Short-Term Success
    Sep. 16, 2012 AAPL 44 Comments
  • Apple - Stay Objective And Aware Of Threats
    Sep. 12, 2012 AAPL 38 Comments