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Yaron Ron Reuven  

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  • AMD's Semi-Custom Business Is A Clever Money Maker [View article]
    Its a solid business indeed. Only patient investors that buy and hold will end up with the big prize in the end. Others that try to ride the AMD coattail can make money, but will likely miss the big jumps whenever they happen.
    Jul 11, 2014. 03:30 AM | 5 Likes Like |Link to Comment
  • MercadoLibre -1.9% AH on $300M convertible offering [View news story]
    $MELI raising $300mm in cash is rather strange. It supports our thesis that their cash on balance sheet not accessible/fictional in Venezuela & Argentina
    Jun 23, 2014. 05:41 PM | Likes Like |Link to Comment
  • FBR, Nomura name potential chip industry M&A targets [View news story]
    no one would ever purchase ARMH at the current $21.5 Billion valuation when company barely generates $1 billion in total sales, and much less in profits. The only buyers are investors that are depending on unrealistic valuations becoming even more ridiculous. Either way, this is a terrible recommendation by FBR analyst, who should know better.
    Jun 17, 2014. 07:13 PM | 4 Likes Like |Link to Comment
  • MercadoLibre (MELI) Hosts Annual Shareholder Meeting Conference Call (Transcript) [View article]
    Do investors know that one of directors was nearly booted off the board by looking a votes?
    Jun 17, 2014. 06:00 PM | Likes Like |Link to Comment
  • SunOpta: A Hidden Gem In The Organic Foods Market [View article]
    Good article giving investors some more insight about SunOpta--a great company that's relatively unknown. We've been investors for some time and published our thesis on it as well as a few SA articles. For more info go to

    Jun 5, 2014. 11:18 PM | 1 Like Like |Link to Comment
  • WhiteWave - Riding The Nutrition Change Wave [View article]
    You're right about the effect of institutions, but the fact that there isn't as much institutional action in STKL as in WWAV HAIN is one of reason the stock still cheap. Hence the opportunity.
    May 25, 2014. 01:14 AM | Likes Like |Link to Comment
  • WhiteWave - Riding The Nutrition Change Wave [View article]
    Brian, thanks for sharing good info. In case you want to learn more about STKL we published our thesis on it and have been investors for a while. It was published on SA along with a few other articles


    The PS discount to its peers is extraordinary and the recent rise just a small stepping stone to what we believe its worth.
    May 23, 2014. 04:40 PM | Likes Like |Link to Comment
  • Remains My Favorite Short [View article]
    Good article with very valid points that will be the bread crumbs to the inevitable crash.
    May 21, 2014. 02:29 AM | 3 Likes Like |Link to Comment
  • The Problemas We Found In MercadoLibre's Earnings [View article]
    Finally company $MELI is admitting or at least coming to terms with the account in fakery they've implemented.
    May 16, 2014. 05:00 PM | Likes Like |Link to Comment
  • MercadoLibre to change Venezuelan forex accounting, record charge [View news story]
    Finally company is admitting or at least coming to terms with the account in fakery they've implemented.
    May 16, 2014. 04:57 PM | Likes Like |Link to Comment
  • MercadoLibre higher on talk cash-heavy eBay could make a play [View news story]
    this speculation is complete nonsense. why would Ebay buy a company with inferior technology that is conducting business in the most troubled financial markets today, where they cannot even collect their own money from the banks?
    Apr 30, 2014. 03:37 PM | 1 Like Like |Link to Comment
  • ARM Holdings: Growth Less Likely To Slow Down Soon [View article]
    How do you justify a $20+ billion valuation with only a $1 billion sales business, that even if successful at meeting all targets, will only generate $500 million more in sales over next 5 years?
    Apr 13, 2014. 08:11 PM | Likes Like |Link to Comment
  • ARM Holdings Stock Is Overvalued By The Market [View article]

    I believe the $5 estimate is likely 100-300 percent higher than what I anticipate the average IoT device will carry. Although items like cars, washer/dryer, and other high priced devices will not be as pressuring on prices, the vast majority of the devices that will utilize these chips are much lower priced items (calculators, networking gear, fire alarms etc.) that in no way could afford to spend that much on the chip. Such a high price could likely be a double digit percentage of the overall manufacturing cost, which eliminates the business value of using ARM since they don't even manufacture the chip, which is a time sensitive matter all OEMs consider as part of their overall financial benefit analysis of using ARMH, INTC or anyone else.

    The second issue is a question I have regarding the 0.18 chip ARPU you mentioned. Since ARMH provided the number on their 10Q as something around 0.045 (which has had a steady decline over the past few years), may I know how did you come up with such a high number?

    Lastly, although were both on the same side of the ARMH trade, I believe I am much more bearish, and predict that they will ultimately end up like MIPS. further, one of the big reasons is the fact that they estimate royalties to be paid for current patents for many years, when reality is going to give the average patent a lifetime that's probably 75% shorter. This makes their business much mire vulnerable they they make it appear, and one that I think could have large drastic surprising drops in the future. Any thoughts would be appreciated.
    Apr 7, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • Why SunOpta's Board Should Vote To Sell The Organic Food Company [View article]

    Thank you. I believe that the market is starting to see the favorable regulatory changes the organic food companies were fighting for finally get attention, and therefore change the current growth projections drastically. There was a recent announcement by the European Commission regarding the organic food labeling regulation that will not only be great for organic food companies there, but will also put more pressure on the US and other countries to make the same changes in order to remain competitive. The labeling of GMOs in the US is the biggest catalyst I believe this industry will ever get, and this new European regulatory change is going to be added pressure on the US to finally pass the law and be in the same standard as the rest of the developed world.
    Apr 3, 2014. 09:48 AM | 1 Like Like |Link to Comment
  • Venezuela To Devalue Its Currency Again, MercadoLibre's Financials Will Get Hit Hard [View article]
    Regardless of whether one agrees about the problems in Venezuela and Argentina or not, saying that MELI should be a $10-20 billion company while their sales are not even $500 million is ludicrous. Further, the fact that firms like Stifel are saying there should be "multiple expansion" at MELI (And many other companies) as if its a tangible corporate development and not just another way to say "there will be further speculating in the shares that could drive the stock higher in hopes that time and future potential will justify such a move" is just misleading. The company escaped another quarterly earnings disaster by the skin of their teeth, because shareholder are ignoring reality since the facts will get in the way of the story. but this is only temporary so long as half of their business dealings come from troubled economies/countries.
    Mar 3, 2014. 01:24 PM | Likes Like |Link to Comment