Seeking Alpha

Saj Karsan

 
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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
  • Dover Downs Is An Asymmetric Wager
     • Thu, Dec. 4 DDE 13 Comments

    Summary

    • The company has a mid-single digit P/FCF.
    • Management has been using the FCF to pay down debt, keeping interest coverage very safe.
    • Potential upside exists in the form of tax relief, as the legislature recognizes the industry's economics are currently poor.
  • Tesco's Price Drop Offers Excellent Value
       • Fri, May. 2 TSCDF 44 Comments

    Summary

    • Tesco is a company that appears to have a moat, and yet trades at a single-digit P/E.
    • The company is one of the largest retailers in the world, and enjoys economies of scale in most of its markets.
    • But don't take my word for it; one of the company's largest shareholders is Berkshire Hathaway.
  • Global Sources: Special Situation And Value
       • Sat, Mar. 15 GSOL 12 Comments

    Summary

    • The company is offering to buy back shares at $10 per share.
    • Shares of GSOL trade for just $8.
    • For shares that aren't tendered, the shares still represent great value.
  • Support.com's Price Is Far Too Low
       • Tue, Mar. 4 SPRT 13 Comments
  • hhgregg's Sell-Off Is Overdone
       • Fri, Feb. 7 HGG 28 Comments
  • Best Buy's Dip Is A Great Opportunity
       • Wed, Jan. 22 BBY 72 Comments
  • Tellza: Undiscovered Growth At A Very Cheap Price
       • Dec. 19, 2013 TELLF 15 Comments
  • IBI Group: Cheap Debt That's Covered By Current Assets
       • Nov. 6, 2013 IBIBF 17 Comments
  • Reitmans Is Very Cheap
       • Oct. 24, 2013 RTMAF 3 Comments
  • Rocky Mountain: Way Too Cheap
       • Oct. 17, 2013 RCKXF 9 Comments
  • Data Group Debentures Trade At Massive Discount
       • Oct. 11, 2013 DGPIF 11 Comments
  • Universal Security Instruments Is Very Cheap
       • Sep. 28, 2013 UUU 8 Comments
  • Torstar Shines Bright
       • Sep. 6, 2013 TORSF 20 Comments
  • Pinetree Capital's Debt In Free Fall, Now Cheap
       • Jul. 19, 2013 PNPFF, PNPWF 46 Comments