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  • Colfax Still Enjoying The Fruits Of Superior Growth Potential [View article]
    What other compounders do you guys have on your shopping list given this latest sell-off?
    Oct 10 03:11 PM | Likes Like |Link to Comment
  • Recalls Are A Cost Of Doing Business - GM Still Has 20% Upside [View article]
    Tom - I enjoyed reading your post above and also have a long position in GM that may need reassessment. I'd appreciate your thoughts regarding valuation and risk/reward given the stock is currently trading near your downside case of $30.75. Have your estimates for 2015 changed since publication? Many thanks.
    Oct 8 11:28 AM | Likes Like |Link to Comment
  • DISH Should Soon Move To Merge With Sprint Or T-Mobile [View article]
    I agree with you that DISH probably finds S a more attractive target than TMUS. However, in a S / DISH combination, I believe that both Ergen and Masa Son would prefer to maintain majority control in the new entity thus making a combination challenging. I would be curious to hear your take on the matter. Thanks for the thoughtful article.
    Aug 11 04:15 PM | 1 Like Like |Link to Comment
  • NII Holdings: What Are The Possibilities? [View article]
    Author - what do you estimate NIHD's spectrum is worth? Can you explain why spectrum comps in $/Mhz-pop are generally less in LatAm than in the U.S.? I'm curious to know what you value NIHD's equity value under a liquidation analysis. Thanks for the interesting article.
    Jun 28 09:14 AM | 1 Like Like |Link to Comment
  • Under Armour's New Growth Plans Should Reward Shareholders [View article]
    Nice write-up. I agree with a lot of your thoughts regarding UA's growth potential. My biggest hang-up is the valuation and the fact that UA really doesn't have much of a moat (no patents, fierce competition). It seems like UA's stock is priced with minimal margin of error and if UA has an execution slip up like LULU then the stock could see significant pressure.
    Sep 13 12:26 PM | Likes Like |Link to Comment
  • Wabtec Or Stericycle - Stocks You Don't Need To Look At Every Day (In A Bullish Market!) [View article]
    Nice write-up!
    May 24 12:02 PM | Likes Like |Link to Comment
  • Follow Warren Buffett's New Investment Gurus Into DirectTV [View article]
    Weschler owned DTV when he ran his hedge fund, Peninsula. Great write-up and comments on DTV. DTV strikes me as a classic "compounder" run by a high-integrity management team.
    Mar 20 12:48 PM | Likes Like |Link to Comment
  • Stericycle: Happy Valentine's Day Again From The Red Container Company [View article]
    Thanks for your thoughtful analysis. SRCL is a great company but doesn't the premium valuation concern you? You mentioned the upside case but what price would equate to your downside case? Also, SRCL now generates $2bn in revenues but stated that the worldwide acquisition pool only represents >$100mm in revenues (5% of the base). Do you think acquisitions become less significant now that the business is larger? Thanks!
    Feb 13 08:18 PM | 1 Like Like |Link to Comment
  • Clearwire (CLWR -8.4%) falls some more after SoftBank CEO Masayoshi Son says he remains open to bidding on MetroPCS, a move that would further lower the odds of Sprint buying Clearwire in full near-term. Shares have already tumbled this week in response to other bad news (I, II) on this front, but remain up 45% since the first reports of a Sprint/SoftBank deal arrived. [View news story]
    Agreed - problem is the cash burn and the debt burden puts them in a position of weakness every year or so.
    Oct 19 07:58 PM | Likes Like |Link to Comment
  • Sprint (S +0.5%) acquires control of Clearwire (CLWR -8%) after buying out one of the the latter's other investors, Eagle River Holdings, with the deal giving Sprint a stake of 50.8%.
     [View news story]
    Guys - can Sprint get away with tendering for unowned shares of CLWR in the open market and avoid paying a premium? I can't imagine Stanton would let this happen. Also, CLWR should continue signing up new wholesale partners regardless of Sprint's majority ownership.
    Oct 18 07:02 PM | Likes Like |Link to Comment
  • With its multiples having reached deep-value territory, UBS' Steve Milunovich thinks a breakup of H-P (HPQ -1.2%) is not only desirable, but likely, and that Bill Hewlett and Dave Packard would support it. He assigns H-P a breakup value of $20+, arguing (among other things) its PC and printing ops still have value, and its enterprise hardware unit is being "revitalized." But with no signs of H-P's heavily-criticized management supporting a breakup, Milunovich maintains a Sell rating. (more[View news story]
    not sure of a board who approved the autonomy transaction either.
    Oct 9 12:52 PM | Likes Like |Link to Comment
  • Apple: US Carriers Ensure Short-Term Success [View article]
    Ravee, thanks for the article. Having covered the telecom sector on the buy-side, I'm curious to see the effectiveness of recent carrier upgrade policy changes (i.e upgrade fee of ~$30 and eligibility extensions) on future quarterly smartphone upgrade percentages. With iPhone upgrades, carriers aren't getting the ARPU uplift and are really only getting lower churn by paying for it in the form of higher subsidies.
    Sep 16 09:37 PM | Likes Like |Link to Comment
  • Buy MetroPCS: A Value Stock That Offers Growth [View article]
    Interesting analysis but despite the rally since 2Q12 earnings it seems to be that 2Q results were mixed at best given that the EBITDA beat was largely based on a gross add miss and lower handset upgrades do to fewer promotions. I just don't see how PCS can't minimize the impact of higher subsidies in 2H12. Ultimately, they need to show subscriber growth and it will come at a very big cost.
    Sep 9 12:30 PM | 1 Like Like |Link to Comment
  • AT&T Continues To Secure Wireless Band For The Future [View article]
    Thanks. WAVE transaction put a decent implied comp on the 2.3 Ghz spectrum (close to CLWR's 2.5 Ghz).
    Aug 6 07:20 AM | Likes Like |Link to Comment
  • AT&T Buys Nextwave Wireless To Avoid Spectrum Crunch [View article]
    Thanks for the article. Any thoughts on how this transaction impacts CLWR and its vast spectrum holdings? Thanks!
    Aug 5 04:22 PM | Likes Like |Link to Comment