• Post Holdings: Great ‘Cereal’ Acquirer Meaningfully Undervalued Post Holdings: Great ‘Cereal’ Acquirer Meaningfully Undervalued

    By Unconventional Capital Wisdom:
    Post Holdings (NYSE:POST) might at first glance be easy to pass on. It derives a large portion of cash flow from the ready to eat cereal business in a secular decline and [...]

  • Mavenir: VoLTE To Accelerate Revenue Growth And Unlock Value Mavenir: VoLTE To Accelerate Revenue Growth And Unlock Value

    By Jonathan Liggett:

    Mavenir Systems (NYSE:MVNR)

    Thesis: Mavenir is a direct play on 4G/LTE rollout, providing wireless carriers the software needed to deploy native OTT like services resembling Facetime, Skype, and Visual and Video Voicemail [...]

  • Summers On Stagnation Summers On Stagnation

    [Originally published on 6/24/2014]

    Larry Summers has published a very interesting speech,
    U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the Zero Lower Bound
    . I heard a version of [...]

  • Should EMC Corp. Break Itself Apart?: FAST FUNdamental Analysis Should EMC Corp. Break Itself Apart?: FAST FUNdamental Analysis

    By F.A.S.T. Graphs:

    Introduction

    On Monday a Wall Street Journal article reported that the hedge fund Elliott Management Corp has taken a more than $1 billion stake in EMC Corp (NYSE:EMC) and revealed that it [...]

  • MYOS Corp. Tackles Muscles Health MYOS Corp. Tackles Muscles Health

    By Jason Napodano:
    MYOS Corporation (NASDAQ:MYOS) is developing nutritional and therapeutic products aimed at maintaining and improving the health and performance of muscle tissue. One current target of the research being conducted by MYOS is [...]

  • Loan Default And Foreclosure Bring China BAK Battery’s Solvency And Viability Into Question Loan Default And Foreclosure Bring China BAK Battery’s Solvency And Viability Into Question

    China BAK Battery (NASDAQ:CBAK), together with its subsidiaries, engages in the manufacture, commercialization, and distribution of standard and customized lithium ion (Li-ion) rechargeable batteries. However, as of Q2 2014, all of China BAK’s producing assets [...]

  • Stalking Horse Stalking Horse

    [Jeremiah and Bear Claw hunt elk]

    Jeremiah:

    Wind’s right, but he’ll just run soon as we step out of these trees.

    Bear Claw:

    Trick to it. Walk out on this side of your horse.

    Jeremiah:

    What if he sees [...]

By Jonathan Liggett:

Mavenir Systems (NYSE:MVNR)

Thesis: Mavenir is a direct play on 4G/LTE rollout, providing wireless carriers the software needed to deploy native OTT like services resembling Facetime, Skype, and Visual and Video Voicemail [...]

By Unconventional Capital Wisdom:
Post Holdings (NYSE:POST) might at first glance be easy to pass on. It derives a large portion of cash flow from the ready to eat cereal business in a secular decline and [...]

[Originally published on 6/24/2014]

Larry Summers has published a very interesting speech,
U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the Zero Lower Bound
. I heard a version of [...]

By F.A.S.T. Graphs:

Introduction

On Monday a Wall Street Journal article reported that the hedge fund Elliott Management Corp has taken a more than $1 billion stake in EMC Corp (NYSE:EMC) and revealed that it [...]

By Jason Napodano:
MYOS Corporation (NASDAQ:MYOS) is developing nutritional and therapeutic products aimed at maintaining and improving the health and performance of muscle tissue. One current target of the research being conducted by MYOS is [...]

China BAK Battery (NASDAQ:CBAK), together with its subsidiaries, engages in the manufacture, commercialization, and distribution of standard and customized lithium ion (Li-ion) rechargeable batteries. However, as of Q2 2014, all of China BAK’s producing assets [...]

[Jeremiah and Bear Claw hunt elk]

Jeremiah:

Wind’s right, but he’ll just run soon as we step out of these trees.

Bear Claw:

Trick to it. Walk out on this side of your horse.

Jeremiah:

What if he sees [...]

ByDallas Salazar:
The area of the market that I trade most actively, without comparison, is natural gasoline – the commodity. I also often trade Oil and Natural Gas E&P companies but more so for their leveraged [...]

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Post Holdings: Great ‘Cereal’ Acquirer Meaningfully Undervalued

By Unconventional Capital Wisdom:
Post Holdings (NYSE:POST) might at first glance be easy to pass on. It derives a large portion of cash flow from the ready to eat cereal business in a secular decline and [...]

Mavenir: VoLTE To Accelerate Revenue Growth And Unlock Value

By Jonathan Liggett:

Mavenir Systems (NYSE:MVNR)

Thesis: Mavenir is a direct play on 4G/LTE rollout, providing wireless carriers the software needed to deploy native OTT like services resembling Facetime, Skype, and Visual and Video Voicemail [...]

Summers On Stagnation

[Originally published on 6/24/2014]

Larry Summers has published a very interesting speech,
U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the Zero Lower Bound
. I heard a version of [...]

Should EMC Corp. Break Itself Apart?: FAST FUNdamental Analysis

By F.A.S.T. Graphs:

Introduction

On Monday a Wall Street Journal article reported that the hedge fund Elliott Management Corp has taken a more than $1 billion stake in EMC Corp (NYSE:EMC) and revealed that it [...]