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Ptrmolinari

Ptrmolinari
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  • Mannatech Facing Huge Headline Risk [View article]
    2x EBITDA and 50% of the mkt cap is in cash.. not exactly what I look for on the short side
    Feb 11, 2015. 07:34 PM | 1 Like Like |Link to Comment
  • Amedisys And Greater Fool Theory Of Investing [View article]
    I think you ended up being wrong here amigo.. stock is up 100% since your article.

    Home health is the future of healthcare
    Feb 2, 2015. 02:38 PM | Likes Like |Link to Comment
  • TubeMogul: Why This Stock Will Go Down The Tubes [View article]
    Rep it MT
    Feb 2, 2015. 02:33 PM | Likes Like |Link to Comment
  • Accretive Health - Pending Restatement Offers A 1:4 Risk/Reward With A Near-Term Catalyst [View article]
    What are your thoughts on the restatement Sententia?
    Dec 30, 2014. 06:52 PM | Likes Like |Link to Comment
  • Rayonier Advanced Management Still Extremely Attractive [View article]
    I dont think Woo was downsized. He was a legit CFO, if anyone should have been downsized it was the banker, Frank Ruperto.

    What legitamate public company has a CFO with no prior experience other than as an Investment Banker! No I am fairly sure Woo quit.

    I am also fairly sure that Jack Kriesel was fired.
    Dec 2, 2014. 10:57 AM | Likes Like |Link to Comment
  • Rayonier Advanced Management Still Extremely Attractive [View article]
    http://on.wsj.com/1tgGATB

    I have been short since $41 and i believe this stock is going lower
    Nov 25, 2014. 11:17 AM | 1 Like Like |Link to Comment
  • Rayonier Advanced Materials Is A Bargain Spin-Off [View article]
    they are not going to buy back stock because they are over 4.25x levered off of my 2015 EBITDA numbers
    Nov 21, 2014. 10:34 AM | Likes Like |Link to Comment
  • Quest Resource Is Turning Trash Into Treasure [View article]
    John,

    Remember me from Everyware? Watch out on this one..

    Best,

    Ptrmolinari
    Oct 10, 2014. 11:45 AM | Likes Like |Link to Comment
  • 8 Reasons TrueCar Is A Sell [View article]
    Weighing Machine--

    I am sure you remember me from the Dolan Company board.

    All I can say is your analysis is a bit specious here.. I bought this stock after it traded down on the IPO and recently took profits.

    That said, your analysis of value here is a bit questionable in my opinion. Stock could go up or down from here but your analysis lacks intellectual rigor.
    Oct 9, 2014. 11:53 AM | 1 Like Like |Link to Comment
  • Barnes & Noble: Misunderstood Turnaround And Potential Breakup Play Has Up To 80% Upside [View article]
    I would treat the Liberty as converted b/c its in the money and I would add interest costs from now until call date in 2016? to your EV but appreciate your work.

    Also, seems likely that BKS can manage cost structure of retail to maintain margins b/c publishers are helping them do a lot of co-marketing
    Oct 8, 2014. 02:42 PM | Likes Like |Link to Comment
  • Cenveo Share Price Slide Isn't Warranted [View article]
    You may be the last ones on the street to know that they will not produce $190m in "Adjusted EBITDA" this year

    The burtons have missed guidance every year and they will miss it again this year.

    Head of envelope Mark Hiltwein was fired and Rob burton admitted there was some "brain damage." This is not good when a company is levered 8x off of real ebitda..
    Oct 7, 2014. 11:56 AM | 1 Like Like |Link to Comment
  • Cenveo: Virtuous Cycle Starting To Take Hold [View article]
    I have done the work and I am now comfortable that the envelope business definitely is still declining and will continue to decline.
    Oct 6, 2014. 06:20 PM | Likes Like |Link to Comment
  • Cenveo Inc.: An Equity Stub In A Tough Industry [View article]
    Get short before this quarter..

    R.I.P. Mark Hiltwein
    Oct 6, 2014. 04:37 PM | Likes Like |Link to Comment
  • Should You Care About Care.com [View article]
    As I said above she is not a named officer so there is no form 4 requirement.
    Oct 1, 2014. 10:44 AM | Likes Like |Link to Comment
  • Differing views on Outerwall from Wall Street [View news story]
    promotional activity means they are discounting their rentals
    Sep 24, 2014. 12:24 AM | Likes Like |Link to Comment
COMMENTS STATS
171 Comments
52 Likes