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srmedava

srmedava
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  • Linn Energy's 3-2-1 Plan: Pay Down $3 Billion In Debt In 2 Years By Taking Things Easy For 1 [View article]
    How did you come up with cost savings and revenue numbers in the second table?
    Aug 28, 2015. 10:38 PM | Likes Like |Link to Comment
  • The Magic Of IBM Share Buybacks In 2 Charts [View article]
    Wait a minute, the refinancing activity funds would be treated as an asset rather than debt? Am I missing something? The $43B in debt is pure long term debt owed to banks, I believe which gives me a 241% Debt/Equity ratio. So staying away from it. They took on a lot of debt to do buybacks. If the revenues do not go up soon, CEO will be fired and somebody new will have to come and cleanup. I also think there is a Buffet premium, otherwise this would go much lower.
    Aug 8, 2015. 07:40 PM | Likes Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    This has been Melissa's 5th or 6th article in various incarnations with nothing new. The title itself says that.
    Aug 4, 2015. 11:25 AM | 10 Likes Like |Link to Comment
  • Let's Look At The Numbers Again And Finally Conclude That Ebix Is A Buy [View article]
    Most of the analysts have come to the conclusion that the fair value is $40 including Jeff Van Rhee who is the street analyst following this company.
    Jul 10, 2015. 02:30 PM | 4 Likes Like |Link to Comment
  • Here's Why Michael Kors Is A Better Choice Over Coach [View article]
    Coach doesn't have negative EPS. The EPS GROWTH is negative and now KORS will also fall into the same category. They will also have negative EPS GROWTH. I think Coach is at least paying you to wait.
    Jun 6, 2015. 06:55 AM | Likes Like |Link to Comment
  • EBIX: Caught With Its Hand In The Cookie Jar [View article]
    Very well said. Melissa Davis is a shill.
    Mar 30, 2015. 03:35 PM | 5 Likes Like |Link to Comment
  • Executive departures swell at Infosys; Murthy unfazed [View news story]
    Deja Vu,

    Nonsense, Higher Pay = Higher Performance
    Apr 14, 2014. 02:11 PM | Likes Like |Link to Comment
  • Blucora (i.e. Infospace): Worse Than Blinkx Plc And Babylon Ltd. [View article]
    Punsterr, awesome explanation of Gotham's tactics.

    BCOR longs, be ready for more drip drip drip news on BCOR from Gotham.

    Gotham City Research = Law of diminishing returns now

    Their impact on the shorted stocks is not producing great returns any more.
    Feb 18, 2014. 04:39 PM | 1 Like Like |Link to Comment
  • Blucora (i.e. Infospace): Worse Than Blinkx Plc And Babylon Ltd. [View article]
    Gotham City found a sweet spot to attack and that is companies with market cap of between $500M - $900M. All the companies they attacked are in this range with about 30 - 60M share count. They have published numerous articles on EBIX, probably made lots of money by going short before publication. Now every institution is buying EBIX after Gotham's claims turned out be bogus.

    I have no idea what BCOR does but Gotham City's accusations can be ridiculous and now the burden is on BCOR management to disprove. EBIX looks like they have successfully refuted all the allegations and seems to be on an upward trend with all kinds of institutions loading up.
    Feb 18, 2014. 11:07 AM | 3 Likes Like |Link to Comment
  • Ebix's Valuation Says 'Guilty Until Proven Innocent' - Worst Case: 25% Upside [View article]
    Seeking Alpha also probably provides a preview of these articles just like Reuters to their dues paying customers or traders so that they don't lose their shirt when such articles are published.

    Excellent article by the way refuting all shorts. But we need to wait to find the real damages from the US Attorney.

    Raina has a run a tight ship with EBIX and has a lot at stake. We all know it is not fraud since they have paid dividends for at least 5 quarters or more. It is just a question of how much the damages would be, if any.
    Jul 19, 2013. 10:42 PM | 4 Likes Like |Link to Comment
  • Ebix's Valuation Says 'Guilty Until Proven Innocent' - Worst Case: 25% Upside [View article]
    It is an options expiration day today, so I think Seeking Alpha withheld this article until after close to prevent a pop. Seeking Alpha along with Bloomberg is on this game in partnership with the short sellers.
    Jul 19, 2013. 10:34 PM | 5 Likes Like |Link to Comment
  • Ebix Shareholders Are Getting A Raw Deal [View article]
    US Investor, what is the strategy? I can't post on your blog. Is there something that you need to open it up.
    May 10, 2013. 03:56 PM | Likes Like |Link to Comment
  • Ebix Shareholders Are Getting A Raw Deal [View article]
    Neither would he receive my approval. Agree with all the longs here.
    May 9, 2013. 03:41 PM | 2 Likes Like |Link to Comment
  • The SEC's probe of Ebix's (EBIX -5.6%) accounting has been "upgraded to a formal investigation," Bloomberg reports. That has led shares of the insurance software firm to tumble to $19.44, 2.8% below Goldman's $20/share buyout price. Bloomberg originally reported of an SEC probe back in Nov.; CEO Robin Raina responded by calling the report "inaccurate and misleading." SA contributor Gotham City Research has been quite critical of Ebix's accounting (also to Raina's displeasure). [View news story]
    Been there before so move on. Don't see anything new in the article. Same old rinse repeat rinse.
    May 2, 2013. 10:43 PM | 1 Like Like |Link to Comment
  • Ebix: All Distraction, No Clarity [View article]
    Which call options are attractive now? I have read all about EBIX that there is to know and I want to which month's call options are priced reasonably for a good return. I am bullish now after reading all the comments and Gotham's articles. I think 16 or 17 strike in a couple of months would be good.
    Mar 9, 2013. 05:29 PM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
63 Likes