Published: October 16, 2015
Mobileye is a small piece of a much larger puzzle which doesn’t support long term monopolistic margins predicted by the sell side. Especially if you know the automotive industry, it’s easy to be highly suspicious of sell-side assumptions that assume a market that is a few million units today is g...
Published: June 27, 2013
The memory industry is becoming less cyclical. As a result, SanDisk is now facing solid growth tailwinds in addition to the fact that they're the best positioned business within the industry. The stock trades at 10x EV/FCF or 10x P/E ex-cash. As I see it, there's serious potential for cash return...
Published: September 11, 2012
NVIDIA -- (Nasdaq: NVDA)
Recommendation: Short
Recent Price: $15.90
Target Price: $11.00
Source: Hedge Fund
Location: San Francisco, CA
<strong>
Overview of the Short</strong>
NVIDIA has in the last 2-3 years branched out beyond its core graphic processing (GPU) business into producing ...