Seeking Alpha

Ravi Ramenani

 
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  • There Is Irrationality And Then There Is Town Sports International
     • Sat, Aug. 2 CLUB 25 Comments

    Summary

    • There is a clear disconnect between investors' expectation and the business reality.
    • YTD membership decline is 2% and the stock price decline is 70%.
    • Investors are discounting every new effort by the management to create negative value.
    • There are multiple catalysts in the near time that could potentially generate significant upside.
  • Bed Bath And Beyond Has A Compelling Opportunity Here And Now
       • Tue, Jul. 1 BBBY 15 Comments

    Summary

    • BBBY has the best track record of operating margins among its peers in retail industry.
    • The myopic view of marginal investors has created an enormous opportunity for long-term value investors.
    • With 10% cash-on-cash return along with $1B/year share buybacks, BBBY has a compelling opportunity now.
  • Jewett-Cameron Trading Company: Jewel Among Other Nano Cap Stones
       • Fri, May. 2 INFU, JCTCF 2 Comments

    Summary

    • Improving operating margins and EBIT for the last 5 years both in absolute dollars and per share basis.
    • Great capital allocation with opportunistic share buybacks totaling $10M over last 5 years for a company trading at $30M.
    • Potential catalysts in the near future should boost the revenue and FCF.
  • Liquidity Services Is In For The Long Haul For Those Investors With Iron Stomach
       • Wed, Apr. 16 LQDT 42 Comments

    Summary

    • LQDT is a leader in the often neglected revere-supply chain business and has created a moat around itself through acquisitions.
    • LQDT has historically grown at 20% and currently trading at 7.5X EBIT with minimal CapEx.
    • Recent DoD contract fiasco threw shareholders into a panic mode creating opportunity for long-term investors.
  • One Man's Trash Is Another Man's Treasure
       • Tue, Jan. 21 WM, CVA 7 Comments
  • Douglas Dynamics: Plow Your Way Into The Profits
       • Dec. 3, 2013 PLOW 2 Comments