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  • Ubiquiti Networks: The Story Continues To Improve [View article]
    Would be very interested in hearing your thoughts about the inventory spike in last earnings call.
    You've had a great handle on this company
    May 9, 2014. 10:52 AM | 1 Like Like |Link to Comment
  • Performant: Short-Term Noise Presents Long-Term Opportunity [View article]
    Has any information been released about the RAC or student loan rebid process?
    Jan 18, 2014. 07:51 AM | Likes Like |Link to Comment
  • Potash Corp: Can Russian Politics Force Uralkali Back Into The Cartel? [View article]
    I agree with you. Potash is one of the lowest cost producers and has the strongest roic over the past decade compared to the other producers.
    I think the dividend is safe and the valuation is cheap on a historical basis.
    I can't predict prices of Potash but this company will be just fine if your time horizon is long enough.
    Oct 25, 2013. 07:43 AM | 2 Likes Like |Link to Comment
  • Acacia Research Partners With Boston Scientific For A Major Medical Patent Play [View article]
    Any thoughts on sum of parts valuation on actg based on cash, adaptix portfolio, and other patents?
    Oct 22, 2013. 12:58 PM | Likes Like |Link to Comment
  • Performant: Short-Term Noise Presents Long-Term Opportunity [View article]
    Very good article. This is a magic formula stock now based on its current valuation and high ROE and ROA. There is a tremendous amount of waste in the medicare system and the RAC audits are just at the tip of the iceberg. My only concern is not having alot of insight about the risk of contract not being awarded for RAC A or student loans. They will probably get both of them being the incumbent but there is some risk there.
    Oct 16, 2013. 05:22 PM | Likes Like |Link to Comment
  • Avoid Potash, Buy Agrium And Mosaic Instead [View article]
    This article is an overly simplified view. You cannot just say the pe is higher for potash and therefore it is overpriced. They have consistently generated a higher roic than the other companies you list and have committed to have the highest payout ratio in the group. They also are one of the lowest cost producers in potash and are mostly done with their projects for expansion. The higher PE is justified. Add in 5 dollars per share in investments in other companies and it is the cheapest/safest buy in the companies you have listed.
    Good luck
    Sep 7, 2013. 07:37 AM | 10 Likes Like |Link to Comment
  • Ubiquiti Networks: This Bull Still Has Plenty Of Room To Run [View article]
    Really nice summary Matt
    Big pop on last earnings announcement but still not that expensive based on forward earnings.
    I think i read the company has the highest revenue per employee of any tech company in the country
    Aug 14, 2013. 08:00 PM | Likes Like |Link to Comment
  • Sequenom Billing Code Drama An Opportunity For Long-Term Investors [View article]
    I haven't done a deep dive on this company yet but don't see where the moat is. Other companies have similar tests
    It is a great test for mothers of advanced maternal age and a great story but trying to monetize it as a small biotech could be tough.
    Good summary
    Aug 5, 2013. 07:10 AM | 1 Like Like |Link to Comment
  • EZCORP - Part Of The 'Fear' Index? [View article]
    Jacosa hit the nail on the head
    Interesting company and financials but not willing to buy in light of share structure and shady character with outright control
    Jul 7, 2013. 10:35 PM | Likes Like |Link to Comment
  • Ubiquiti Networks: The Story Continues To Improve [View article]
    Would be curious to hear your thoughts related to the recent plunge and secondary. I suspect we are dealing with alot more stock hitting the market than it was ready to take but fundamentals of business basically unchanged. Company still has a large amount of buyback remaining and did not buy shares last quarter.
    Good Luck Enjoy your work
    Jun 5, 2013. 04:50 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    I like the approach. When you are done I think you will have demonstrated a considerable margin of safety with an investment at present levels. Good luck A
    Feb 22, 2013. 08:46 AM | 3 Likes Like |Link to Comment
  • Ubiquiti Networks: Significant Upside Potential In 2013 [View article]
    I also own shares. They have one of the highest revenue per employee numbers for all publicly listed US companies.
    When you run the return on invested capital it is off the charts.
    Issue is how long it will take to get over the counterfeit issue and how scalable the business plan (let's face it you aren't going to be the size of cisco with no support staff or distribution)
    I thinks it is a winner but time will tell
    Nice Article
    Jan 21, 2013. 04:42 PM | Likes Like |Link to Comment
  • RPX Pursues More 'License Option' Agreements [View article]
    I would really like to pull the trigger buying this one. Huge cash balance relative to share price and very nice roa roe and roic. The trouble is I have no idea what patents they own and what they are worth. It has been hard to get much clarity or detail on their portfolio. With something like interdigital (idcc) you can at least get a very rough idea. With this one not a clue.
    Oct 8, 2012. 12:37 PM | Likes Like |Link to Comment
  • Finding The Future Sound Of The Tablet Market In Dolby [View article]
    Great buy here. Of note yahoo finance has the enterprise value wrong (Last conference call listed 1.3 billion in cash and marketable securities some of which are listed as long term investments on balance sheet). EVEBITDA of 4.4, extremely high ROA ROE and ROIC making it a great magic formula stock. I too believe the company will transition into portable devices well (new kindle fire is a great example) and will just take some time to transition. Very little downside here with 13 dollars a share in cash and very high free cash flow with stock buyback ongoing.
    Good luck with it--bought more today.
    Oct 2, 2012. 01:03 PM | 1 Like Like |Link to Comment
  • Are You Comfortable With Deckers? [View article]
    Couple Points
    First of all for the author good short. They are not always easy to find when the market has been up over 12 months so nice call.
    The argument is simply this from here--are Uggs a fad and last year it started to show itself or was last winter just a horrible time to be selling winter shoes? I am in the second camp and long from the low 40s. The author keeps harping on the fact that sales for the last quarter would have been down without the sandoz acquisiton--nobody cares. They earn almost all their money in the winter because this is an Uggs company. 85% of profits or so come from Uggs and those show in the winter quarters. I think the company was caught off guard by the warmest winter on record and sheepskin prices but we will see. After this winter and 3q we can see who was right. This is now a magic formula stock, no debt, cash on balance sheet, ceo insider buying, and sustainably high roic for many years implying some sort of competitive advantage. Not a good short from here. We will see.
    Aug 21, 2012. 07:44 AM | Likes Like |Link to Comment