Contrarian Analysis
Contributor since: 2015
Latest Articles
Can Taiwan Semiconductor Keep Up Its Momentum?
SoftBank's Acquisition Of ARM Holdings Is Misguided
Is Herbalife Really Worth $65 A Share?
For Barrick Gold Brexit Is A Boost, But Is It Still Overvalued?
Drone Rules Put The Final Nail In The Coffin For GoPro
Tesla's Deal With SolarCity Is A Remarkably Bad Idea
Volkswagen Looks To Compete With Tesla
Potash Producers In Danger
Upside Potential For US Steel Corp.
Yahoo's True Worth: Part 2
Microsoft's Linkedin Acquisition Will Be A Failure
Yahoo's True Worth: Part 1
Seadrill's Debt For Equity Swap Is Not A Big Deal
Facebook Doesn't Need To Worry About Snapchat, It Has Platform Value
Freeport-McMoRan Should Keep The Oil Business
Seadrill's Prospects Look Dire
GoPro? No, Go Short
Short Peabody Equity, Long Peabody Bonds For Market Neutral Trade With Optionality
Stay Away From Seadrill Equity
LSB Industries Has Been Left For Dead By The Market, Big Upside Possible Over 2016
CTC Media Upside Much Higher Than Expected, Double Is Within Reach
SolarCity Short Now Even More Attractive
Emotions Have Left CTC Media Trading At Under Cash Value With Free Upside On Operating Business, 40% Base Case Upside
Turnaround Should Tune Up Violin Memory's Sound And Make It Sing; A Buyout Is The Coda
Civeo Is Cheap Now, And Has Large Upside To Oil Prices
Blue Dolphin Energy Is Trading At Less Than 2x EBIT, Just Sit Back And Wait
Here's Why I'm Selling Solarcity, And Why I'm Buying Interactive Brokers
Solarcity Has A Negative Present Value, And Execution Risks, Yet Trades For $6 Billion
Ambarella Growth Story Shattered As Markets Bifurcate And Face Margin Pressure
Dakota Plains - Oil By Rail Faces Competition