Saj Karsan

Wal-Mart Could Put the Squeeze on JAKKS Pacific

You are right that if I was analyzing the company, this would be an incomplete assessment. But the point of the article is NOT to discuss JAKK, but rather to point out one specific risk. JAKK is simply used as an illustrative example.

Wal-Mart Could Put the Squeeze on JAKKS Pacific

Hi Deepv,

As value investors, we look to identify downside risk. You are right that the stock appears cheap, but the point of the article (within the context of its original appearance on our blog) is that compared to an equally cheap looking stock, a company reliant on only a few customers is more of a risk than a company with several customers.